Clever optimizationTurn your money into wealth

With a clever investment strategy, you can build up capital and turn your dreams into reality – be they big or small. In order to do so, you need to cleverly weigh up the relevant risks and opportunities to generate the optimal return.

Get more from your money

When investing, you value professional advice and place your faith in an investment strategy that meets your earnings expectations. You view price fluctuations as an opportunity. You protect yourself against risks with a broadly diversified portfolio.

Keep risk and return in balance

When investing, risk and return go hand in hand. The higher the earnings potential, the greater the price fluctuations in most cases. We show you how you can protect yourself against losses with a clever strategy. With regard to your earning expectations, it is important to remain realistic and find a balance between capital preservation and asset growth.

Our investment advisory services focus on your objectives and needs. Based on your personal investment profile, we recommend to you the appropriate investment products. Here, finding the right balance between equities and bonds is key. Ultimately, investing is about exploiting potential and generating the highest possible returns. Our investment specialists support you in doing just that.

Benefit from knowledge and experience

With us, your money is in the hands of investment experts. In handling your money, the observations, analyses and recommendations of our Chief Investment Office (CIO) and a global network of economists, strategists and analysts are of key importance for our portfolio managers. These watch the international markets closely around the clock. This means that they observe trends and developments, analyze chances and assess possible risks. All of this forms the basis for the UBS House View – our investment policy.

You can make use of this accumulated knowledge if you opt for one of our investment solutions. During an advisory consultation, we will draw up your personal investment profile and develop an investment strategy together with you. Ultimately, we share the same goal – namely getting more out of your money.

With UBS Quotes, you are always informed about events on the financial markets and the performance of your investments. Using our Mobile Banking app, you can also access Quotes when on the move.

Choose between more than 1,700 funds

UBS manages around 1,700 investment and strategy funds and is thus Switzerland's largest fund provider. The range of investment funds covers all sectors, markets and currencies. As regards asset classes, you can choose between traditional asset classes such as money market instruments, bonds and equities as well as alternative asset classes including real estate, commodities and hedge funds. We also offer investment funds that focus on the Swiss market as well as funds geared towards specific countries or economic regions.

In UBS Fund Gate, you can find detailed information on all of the investment funds that we manage.
In order to help you find the right investment solution from the wide range of possibilities, we'd be happy to arrange an advisory consultation with you.

Sound advice

Which investment is right for you? We work with you to answer this question. During an advisory consultation, we look at your personal situation and create a tailored solution for you.

Our investment solutions

With the right asset allocation funds or an investment management mandate, you can make even more of your money. Here, the risk and return are tailored to your personal investment profile.

Asset Allocation Funds

Strategy Funds

For cautious to growth-oriented investors who invest in bonds and shares.

Strategy Xtra Funds

For cautious to risk-seeking investors who also want to invest in hedge funds.

Suisse Funds

For investors who would like to focus on Swiss equities, bonds and real estate.

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.

Financial Personality Test

Financial Personality Test

To find the right strategy, it is important that you know your own risk appetite. Take the test now.

Guide and calculator

The ABCs of investing

The ABCs of investing

The basic concepts of investing and the most important rules for accumulating your assets explained simply.

Investment solutions brochure

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.

Fund Gate

UBS Fund Gate

Online access to comprehensive information on our funds and current price developments.