Our approach

Why UBS?

With over 150 years of experience in global investment management, we’ve experienced a lot of different clients and situations. We know how important it is to respond quickly to market events to protect and grow your money. Our aim is to become a reliable partner who really understands you, and who’ll be there for you long term. You need more than just a bank. You need a companion to help you through all of life's ups and downs.

Create a plan

We help you look at the big picture

Chief Investment Office

Our Chief Investment Office (CIO) has investment specialists across the globe working to understand the bigger picture and how your investments fit in to it. We use their research to form the UBS House View, our market outlook for the next six months. Our Portfolio Management team makes sure your investments reflect our analysts’ most up to date ideas. But, of course, we have the flexibility to snap up interesting short-term investment opportunities wherever we spot them.

Our biggest strength is the combination of our global capabilities and local expertise, allowing us to identify investment opportunities and risks for our clients.

Mark Haefele, Global Chief Investment Officer, UBS Wealth Management Follow Mark on LinkedIn

Stay informed with the CIO

Follow the House view, Investment views and get the latest Weekly Podcast

Chief Investment Office

Our local CIO team are on the ground researching assets and helping advisors apply the research and House View to managed portfolios.

UBS Investor Watch

Keeping up with the latest insights can give you great ideas for making the most of your wealth. That's where UBS Investor Watch comes in, bringing you the views of investors around the world. Explore our reports and see how they might help you reach your goals.

Find out more

We know how important your passions are

Philanthropy

If you're thinking about giving back through philanthropy and you want to make a real difference, you'll need a clear strategy. With our advice, philanthropy can be both effective and rewarding.

Canada Philanthropy Services

Sustainable investment

Many of our clients want their investments to reflect their personal values. Sustainable investing could allow you to create lasting positive change in the world, without compromising on investment performance.

Discover how we can help you

Art

Contemporary art is in our DNA, and we want to nurture the next generation of talented working artists. That’s why we’re a long-time supporter of the most prestigious events in the arts calendar.

Find out more

If you want to know more

Come and see us so we can tell you more about how we work.

Get in touch