Investing successfully How to lay the foundation for long-term wealth accumulation
To invest for the long term, you need an investment solution that fits your needs perfectly. We also offer you a wide range of investment funds as well as investment management mandates, and our team of experienced advisers is there to help you.
Advice tailored to your situation
Your wishes and goals are many and varied, and so are our investment solutions. When you invest, what are you looking to achieve?
Forward-looking protection
Your first priority is security. You don't want to take on any unnecessary risks and want to look forward to the future with peace of mind. You want to have access to your money at all times.
Clever optimization
You'd like to supplement your income and build up capital. In order to achieve the best possible return, you skillfully balance opportunities and risks.
Goal-oriented planning
You have your eyes on a personal savings target. You are working towards it, step by step. Even so, you'd like financial flexibility and to be able to access your money at any time.
Financial Personality Test
To find the right strategy, it is important that you know your own risk appetite. Take the test now.
Our investment solutions
Our strategy funds and wealth management mandates enable you to achieve your investment goals simply and with peace of mind.
UBS Strategy Funds
Make Strategy Funds the basis of your investment portfolio and you can sit back and relax.
Strategy funds
Choose Strategy Funds and you're opting for a foundation made of traditional investments. You are investing in bonds and equities and nothing else.
Strategy Xtra Funds
Choose UBS Strategy Xtra Funds and you're putting your money into bonds and equities. Putting a small amount into hedge funds too makes for a sensible complement to your portfolio.
Suisse Funds
Invest in UBS Suisse Funds and you're putting your trust in Swiss values. You're investing primarily in Swiss equities, bonds and real estate.
Performance UBS Strategy Funds
Learn from investment solutions specialist Daniel Rudis which factors have influenced performance.
UBS ManageTM
Benefit from a rapid and direct implementation of your investment strategy being implemented quickly and directly?. With UBS ManageTM, our experts will take charge of the management of your portfolio in keeping with the UBS House View.
Sustainable Investing: invest sustainably and responsibly
Sustainable investing takes ecological and social issues, and standards of business conduct into consideration. In this way, you can have a positive impact on society without loss of earnings.
A basis for investment
Our accounts provide you with a foundation for your investments and for wealth accumulation with investment funds.
Investment fund account
The fund account makes a good foundation for targeted wealth accumulation with UBS investment funds. With it, you reach your savings target one step at a time.
Custody account
The custody account is the foundation for your investments. It enables you to buy and sell equities, investment funds and precious metals.
Our approach to advising you on your investments
You can rely on our advisors' expertise. Our investment experts are always there for you with expertise and advice.
Analysis
What opportunities and risks are there on the market? Our investment experts will perform a comprehensive and systematic analysis of the financial markets for you.
Strategy
How can your financial targets be brought into line with your needs and your risk appetite? We'll sit down with you to work out the right strategy for your portfolio.
Discipline
Do you pursue your investment strategy and investment priorities systematically? We'll help you implement your strategy and, where necessary, suggest adjustments.
Guides and calculators
Investment calculator
Use the online investment calculator to work out how long achieving your investment goals will take you.
The ABCs of investing
The basic concepts of investing and the most important rules for accumulating your assets explained simply.
Investment solutions brochure
Discover your own personal investment solution one step at a time – find out more about the various aspects to consider when investing your assets in this brochure.
Contact us
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8 a.m. – 6 p.m.
