Investment solutions

Just as much advice as you need

With UBS Institutional Offering, we'll guide you through all the vital steps of your investment process. You can choose from three packages offering a variety of services: Access, Consult and Invest.

Benefits at a glance

Independent

Independent research to take advantage of market opportunities proactively

Strategic

Drafting of an investment strategy and a second opinion on your asset allocation

Long-term

Support with investment decisions to take advantage of market opportunities

  • More than 900 UBS experts around the world follow the developments on the market for you
  • You receive the latest assessments of the economy as well as the outlook going forward, based on information from the UBS Chief Investment Office

How much advice do you need?

Access

Your benefits

  • Direct access to personal contact persons
  • Proven, targeted investment process Needs-oriented service package
  • Access to the UBS investment universe

Consult

Your benefits

  • Experience and expertise of our advisors
  • Independent second opinion
  • Access to an international network of experts

Invest

Your benefits

  • Quick response to market opportunities
  • Reliable research analysis
  • Advice on your investment strategy and portfolio composition
  • Access to third-party products and ETFs

Service

Service

Access

Access

Consult

Consult

Invest

Invest

Service

Strategic investment advice
on the basis of risk-return profile

Access

No

Consult

Yes

Invest

No

Service

Identification of risks and policy deviations

Access

No

Consult

Yes

Invest

No

Service

Tactical investment advice
and individual analysis

Access

No

Consult

No

Invest

Yes

Service

Access to UBS publications (CIO News, pension fund performance, etc.)

Access

Yes (reactive)

Consult

Yes (reactive)

Invest

Yes (proactive)

Service

Advice on various investment styles and optimization

Access

No

Consult

Yes

Invest

No

Service

Access to the UBS investment universe including third-party investment funds

Access

Yes

Consult

Yes

Invest

Yes

Service

Advice on the UBS investment universe including third-party investment funds

Access

Yes (reactive)

Consult

Yes (reactive)

Invest

Yes (proactive)

Service

Advisory second opinion incl. UBS CIO House View

Access

No

Consult

Yes

Invest

Yes

Service

Analysis of performance and optimization of investment activity

Access

Yes

Consult

Yes

Invest

No

Service

Detailed analysis report of the investment portfolio

Access

No

Consult

No

Invest

Yes

Your path to investment success

In just four steps we can help you find the right strategy and ensure a successful long-term performance.

We advise – you benefit

  • Comprehensive support with a personal advisor as your direct contact person
  • Investment and infrastructure solutions tailored to your needs
  • Independent advisory services and support for pension funds and companies

Our experts are here for you – we look forward to seeing you.