Invest to achieve your goals

We live in volatile times. With markets moving faster than ever before, it can be hard to know where to focus your attention. Our job is to show you the bigger picture, and help you make sense of it all. When we work with you, we follow a strict process, from creating your investment strategy to monitoring the markets and keeping your portfolio in line.

Two ways to work with you

We appreciate that every investor is unique. We’ll work with you to find the solution that suits you best.

UBS Manage You set the goal, we make it happen
UBS Advice We advise, you decide

Investing wisely

Managing your own portfolio comes with a lot of challenges. Here are ten key questions that investors must ask themselves every day.

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Sustainable Investing

Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio live up to your principles, without compromising performance. So your investments don’t only say good things about you, they do good for everyone.

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Investor Watch

For our latest Investor Watch, we researched extensively into how women worldwide engage with their finances.

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How we work

We follow a disciplined process at every stage of working with you. From understanding your needs and creating a strategy, to monitoring the markets through to the day-to-day management of your portfolio.

Building a strategy

Before we even think about investing, first we find out your goals in life. Are you more focused on preserving your family’s wealth, or growing your business? Once we understand what matters to you, we’ll build your financial plan.

Monitoring the markets

In an increasingly complex investment environment, our investment management process guides you through the ups and downs. The task of our Chief Investment Office (CIO) is to figure out how the world works and then use that knowledge to optimize your investment strategy.

Managing your portfolio

Our portfolio managers then apply this rigorous research to your portfolio. Our investment process is constantly refined and adapted to changing market conditions to give you the best possible performance.

Plan for the life you want

Starting your plan

Bank on us every day

Bank with us