Portfolio | Portfolio | In a nutshell | In a nutshell |
|---|---|---|---|
Portfolio | In a nutshell | A world of investments across asset classes, markets and currencies | |
Portfolio | In a nutshell | Capture the rewards of international diversification | |
Portfolio | In a nutshell | Take advantage of our expert insights, no matter which of the world’s markets you choose. | |
Portfolio | UBS Portfolio Management Sustainable Investing | In a nutshell | Flexible adherence to the principles of environmental, social and governance (ESG) investing |
Portfolio | In a nutshell | Regional stock-picking expertise for you. | |
Portfolio | In a nutshell | Attractive investment opportunities in a dynamic region. | |
Portfolio | In a nutshell | Enjoy institutional asset management combined with premium private banking services. | |
Portfolio | UBS Portfolio Management Prime: International investing for US corporations | In a nutshell | A Swiss investment advisor for US corporations. |
Portfolio | In a nutshell | Professional management for your fund investments. | |
Portfolio | In a nutshell | Diversify your wealth through international exposure. |
After agreeing with you on your overall strategy and expectations, with a discretionary program you can delegate the day-to-day management of your assets to us. Our offering includes a wide choice of basic asset allocations from which to start. Your benefits:
- Easily access major global financial markets and high growth potential economies
- Our investment managers are continually monitoring and rebalancing your portfolio
- Know that our disciplined investment process is managing your money with the goal of reducing risk
- Choose a strategy that best matches your stated investment goals and risk appetite
- Potentially reduce risk by diversifying your investment across assets, currencies, countries and fund managers
- Relax knowing we only select funds after researching them extensively
Service | Service | In a nutshell | In a nutshell |
|---|---|---|---|
Service | In a nutshell | The investment strategy is fully client directed and supported by our advisers and our internal investment specialists. | |
Service | In a nutshell | Customized precious metals solutions for your diversification needs. |
- Receive personalized advice from an experienced member of our Central Advisory Team to help you make sound investment decisions
- Access selected products and Securities Exchange Commission (SEC) registered investment funds
- Be comfortable in the knowledge that the Central Advisory Team will continuously monitor your portfolio
- Semi-annual reviews to check the risks in your portfolio and to ensure these are in line with your preferences are among the various measures we take in discussion with you to manage your risks
- Receive regular commentary from our experts on the latest market developments
