Model portfolio What’s the best portfolio for your investor type?

Select a currency and your preferred investment region and use them to work out the best portfolio for your investor type.

Optimize your portfolio: how you benefit from our expertise

UBS has hundreds of investment specialists around the world analyzing the financial markets – day by day and around the clock. Benefit from our expert knowledge. We offer you two professional services – UBS ManageTM and UBS AdviceTM.  

UBS ManageTM

You set the goal, we implement it

How you benefit from UBS ManageTM

  • More time – we look after your portfolio’s performance for you
  • Constant monitoring and adjustment of your portfolio in line with your pre-set investment strategy
  • Immediate responses to market opportunities
  • Access at all times to comprehensive information on your portfolio’s performance and the transactions we have made for you

UBS AdviceTM

We advise, you decide

How you benefit from UBS AdviceTM

  • Professional support - we keep an eye on your portfolio’s performance for you
  • Regular health checks – if your portfolio deviates from your investment strategy, we contact you to discuss alternatives
  • Quick responses to market opportunities
  • Access at all times to comprehensive information on your portfolio's performance and the transactions you have made

UBS House View Investor’s Guide

Our monthly UBS House View sets out our experts’ analyses and observations on the market –in other words, our investment policy. Keep up to date by having UBS House View sent to you regularly.