Our approach

At UBS Wealth Management, our aim is to become a reliable partner who understands you. Learn about our approach which has been created over the last 150 years.

Leveraging on our rich heritage

With strong support from UBS AG, UBSS can leverage on UBS AG's global financial resources. UBS AG is one of the world's leading financial institutions, with over 150 years of Swiss banking tradition, operating across over 50 countries. UBS AG is globally renowned for being secure, professional, and upholding integrity. UBS AG was China's first Qualified Foreign Institutional Investor (QFII) as approved by the China Securities Regulatory Commission (CSRC) in 2003. We will leverage on UBS AG's global financial resources to fully cater to your needs and help you achieve your financial goals.

Our approach

Working with our team of experts

Working with our team of experts

Selecting the right advisor is the key to helping you achieve your goals. UBSS Wealth Management has established trading outlets in three of the wealthiest cities in China, each housed with professional advisors providing world-class wealth management services. You can easily get in touch with any of our advisors to discuss financial matters anytime.

Our advisors will actively interact with you to develop an in-depth understanding of your financial situation, needs, and goals. With support from the professional sales team, our advisors will provide a comprehensive range of services including:

  • The provision of UBSS research reports
  • Investment products and services
  • Technical and professional investment planning

We have made the relentless pursuit of your success our mission.

How we work with you

We believe that formulating a reasonable and comprehensive set of investment solutions will help you achieve your financial goals.

It starts with planning of asset allocation strategies suitable for you. Asset allocation refers to carefully selecting products that best suit you; including equities, bonds, funds and money market instruments, and allocating them to you in an optimized manner.

How we work with you

The benefits of diversified asset allocation include:

  • More stable long-term asset performance
  • Reduction in overall investment portfolio risks
  • Reduction in impact of market volatility

It's about combining the above benefits to strengthen your long-term investments.

We will find the asset allocation portfolio best suited to your long-term goals based on:

  • Your risk tolerance
  • Investment period
  • Investment needs and goals
  • Selection of shares, fixed income, cash management instruments, and alternative investments