Discretionary mandates Delegate your international investments
to our experienced experts

After agreeing with you on your overall strategy and expectations, with a discretionary mandate you can delegate the day-to-day management of your assets to us. Our offering includes a wide choice of basic asset allocations from which to start.

UBS Portfolio Management Global

UBS Portfolio Management Global

A world of investments across asset classes, markets and currencies

Key facts

 

Launch date

1 January 2005

Reference currency

USD, EUR, CHF

Main currency diversification

USD, EUR, CHF, GBP, JPY, CAD, SEK, NOK, AUD, HKD, SGD

Geographical diversification

Investment worldwide: US, Western Europe, Asia Pacific, Emerging Markets

Portfolio risk tolerance

Minimal, Low, Modest, Average, Above Average, High

Minimum investment

CHF 1,000,000

UBS Portfolio Management International

UBS Portfolio Management International

Capture the rewards of international diversification

Key facts

 

Launch date

1 July 2005

Reference currency

EUR

Main currency diversification

EUR, CHF, GBP, JPY, CAD, SEK, NOK, AUD, HKD, SGD

Geographical diversification

Investment outside the US, Western Europe, Asia Pacific, Emerging Markets

Portfolio risk tolerance

Minimal, Low, Modest, Average, Above Average, High

Minimum investment

CHF 1,000,000

UBS Portfolio Management Choice

UBS Portfolio Management Global

Individual market preferences

Individual market preferences
Individual market preferences

Key facts

 

Launch date

1 April 2016

Reference currency

USD, EUR, CHF, others on request

Main currency diversification

USD, EUR, CHF, GBP, JPY, CAD, SEK, NOK, AUD, HKD, SGD

Geographical diversification

Investment worldwide: North America, Western Europe, Asia Pacific, Emerging Markets

Portfolio risk tolerance

Minimal, Low, Modest, Average, Above Average, High

Investment strategy

Fixed Income, Income, Yield, Balanced, Growth, Equity

Minimum investment

CHF 1,000,000 

UBS Portfolio Management European Trade Opportunities

UBS Portfolio Management Global

Dynamic investment opportunities

Individual market preferences
Individual market preferences

Key facts

 

Launch date

1 April 2016

Reference currency

EUR

Main currency diversification

EUR, GBP, CHF, SEK, NOK, DKK and others

Geographical diversification

Europe

Portfolio risk tolerance

High

Investment strategy

Equity

Minimum investment

CHF 500,000

UBS Portfolio Management Asian Opportunities

Attractive investment opportunities in a dynamic region

Key facts

 

Launch date

1 October 2006

Reference currency

USD

Main currency diversification

KRW, TWD, HKD, CNY, INR, SGD, MYR

Geographical diversification

Investment in Asia: Asia Pacific region (ex-Japan and Australia)

Portfolio risk tolerance

High

Minimum investment

CHF 500,000

UBS Portfolio Management Prime

UBS Portfolio Management Global

Tailor-made solution

Individual market preferences
Individual market preferences

Key facts

 

Launch date

1 April 2016

Reference currency

USD, EUR, CHF, others on request

Main currency diversification

USD, EUR, CHF, GBP, JPY, CAD, SEK, NOK, AUD, HKD, SGD

Geographical diversification

Investment worldwide: North America, Western Europe, Asia Pacific, Emerging Markets

Portfolio risk tolerance

Minimal, Low, Modest, Average, Above Average, High

Investment strategy

Fixed Income, Income, Yield, Balanced, Growth, Equity

Minimum investment

CHF 25,000,000

UBS Portfolio Management Prime: International investing for US corporations

UBS Global Corporate Cash Management

International investing for US corporations

Key facts

Separately managed multi-currency accounts

Managed within client's corporate investment guidelines

Fully customizable (currency, duration, risk, quality)

Customized reports that meet client needs

Minimum investment: CHF 25,000,000

UBS Portfolio Strategy International

UBS Portfolio Strategy International

Diversify your wealth through international exposure

Key facts

 

Launch date

3 August 2009

Reference currency

EUR

Main currency diversification

EUR, CHF, GBP, JPY

Geographical diversification

Investment outside US: Western Europe, Asia Pacific, Emerging Markets

Portfolio risk tolerance

Minimal, Low, Modest, Average, Above Average, High

Minimum investment

CHF 1,000,000

UBS Managed Fund Portfolio

UBS Managed Fund Portfolio

Professional management for your fund investments

Key facts

 

Launch date

1 May 2005

Reference currency

USD

Main currency diversification

USD, EUR, CHF, GBP, JPY

Geographical diversification

Investment worldwide: US, Western Europe, Asia Pacific, Emerging Markets

Portfolio risk tolerance

Minimal, Low, Modest, Average, Above Average, High

Minimum investment

CHF 1,000,000