Delegate daily investment decisions, portfolio and risk management to an expert, while having the flexibility to adapt your portfolio to reflect your own preferences and needs.

You set the goal, we implement it

Global capabilities

Invest in-line with our strategic long-term thinking and high conviction short-term views

Financial expertise

Benefit from our expertise in portfolio management and instrument selection

Diversified portfolio

Personalize your portfolio to reflect your investment preferences and needs

Solution at a glance

  • Comprehensive, leading investment capabilities that consolidate our broad financial know-how on your behalf
  • Well diversified, actively managed and continuously monitored portfolio aligned with your individual goals and preferences
  • You stay in control with tailored client services, regular updates and selected portfolio personalization options

Your personal needs, preferences and financial goals define which solution is right for you

Focus on Switzerland

UBS Manage [Switzerland]

  • Gives the possibility to invest with a Swiss focus while benefitting from global diversification
  • Tailored to Swiss-domiciled clients

Focus on income

UBS Manage Advanced [Switzerland – Income]

  • Allows to cover regular living expenses or interest payment needs
  • Regular income from coupons, dividends and option premia

Focus on single stocks

UBS Manage Advanced [Switzerland – Direct]*

  • Invest in-line with our strategic long-term thinking and short-term views
  • A simple and diversified portfolio with a high share of single stocks

* Please note the offering is subject to availability.

Euromoney Private Banking Awards 2025

Globally, regionally, locally: we’re proud to have been recognized 22 times in the Euromoney Private Banking Awards 2025 in categories across Latin America, Western Europe, the Middle East and Asia, including as the «World's Best for Next Gen».