UBS Portfolio Management

Make the most of your assets - and your valuable time

UBS Portfolio Management is a discretionary, actively managed portfolio solution for your investment needs. Our investment experts use a carefully selected combination of single securities, investment funds and other innovative financial instruments to achieve a high level of diversification for your portfolio, and provide a service tailored to your personal needs and goals.

You can choose between six investment strategies with different risk-return profiles, and four reference currencies (CHF, EUR, USD, GBP). For selected client domiciles tax aspects may be considered.

Your benefits at a glance:

  • Personal solution: Your personal portfolio is based on your investment strategy, which is tailored to your financial needs and goals.

  • Confidence and security: Delegating the daily management of your assets to our specialists saves you valuable time while ensuring constant professional supervision and active management of your portfolio.

  • Access: With UBS you have access to the investment expertise of a leading asset manager with global research capabilities.

  • Risk management: The broad diversification of your portfolio, and our structured investment process, can reduce your investment risk.