Investment solutions – tailored to your needs.
We’ll be glad to take the time to talk to you about your needs and goals, and show you suitable solutions. You can entrust us with overall management of your assets under a delegation solution. Or with UBS Advice, you can take all your own decisions, based on the analyses, market assessments and recommendations of our global network of experts. We’ll also be glad to advise you if you’d rather take and implement your own investment decisions. You have access to a diverse range of solutions, which includes structured products, UBS Funds, and alternative investments.
If you don't want to take care of anything yourself, we recommend opting for a UBS Investment Mandate or a UBS Strategy Fund. You lay down the guidelines and delegate the ongoing monitoring and optimization to us. This gives you three immediate advantages: you benefit directly from our experience and discipline, you keep full control of your long-term investment strategy, and you have time now for other things.
With UBS Advice, you benefit from regular monitoring of your portfolio in line with your investment strategy. You receive proactive ideas and recommendations from our analysts, but make your own decisions about every transaction.
In addition to traditional investment instruments like shares and bonds, you can choose from a wide range of additional investment instruments. These are ideal for expanding your portfolio in a sensible and individual manner. Your client advisor will be happy to explain the different possibilities during a personal consultation.
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