Benefit from short-term trends
Just like life, markets have their ups and downs. Imagine you could benefit from rising markets but reduce the risk of big losses when they fall. With UBS ManageTM Advanced [Systematic Allocation] we offer a solution, which strives to reduce portfolio risk in rapidly falling and volatile equity markets. This
will help you to achieve your financial goals.
Our rule-based portolio is well suited for investors who wish to reduce their portfolio risk in volatile market situations and seek to reduce their enagement in stocks when markets are decreasing. Find out yourself and discover our dynamic wealth management.
Everything under control
To help ensure your portfolio is performing optimally, our rule-based system strictly follows the recommendations of our Chief Investment Office (CIO). This enables us to actively allocate your assets and to alter your engagement in stocks depending on the current financial market situation.
Flexible portfolio strategy
The more felixlbe your portfolio strategy the higher is its potential in different market situations. Our rule-based approach helps prevent major losses to your portfolio's value, while making sure you participate moderately in positive equity market trends.
Designed around you
Investing is a matter of trust. That is why we set a high value on getting to know you and your life goals in depth. This enables us to develop a portfolio strategy that fits your personal needs. Feel free to pass by at any time at one of our six locations across Germany.
The UBS House View
Get to know our financial expertise. Our investment experts at the UBS Chief Investment Office (CIO) analyze current developments on the global financial markets, profit outlooks for companies as well as macroeconomic factors. Based on this, they develop our UBS CIO House View.
Every day, wealthy investors make spending, philanthropic and even career decisions to help make the world a better place. But when it comes to investing, are portfolios aligned to personal values?
Excellent – World's Best Bank for Wealth Management
The Euromoney Awards for Excellence named UBS "World’s Best Bank for Wealth Management" in 2018, recognizing our position as an industry leader in its our wealth management businesses and our ability to navigate difficult times while still delivering for stakeholders.
We'd like to meet you
Come and see us so we can tell you more about what we can offer you.