Discretionary programs

Portfolio

Portfolio

In a nutshell

In a nutshell

Portfolio

UBS Portfolio Management Global pdf

In a nutshell

A world of investments across asset classes, markets and currencies

Portfolio

UBS Portfolio Management International pdf

In a nutshell

Capture the rewards of international diversification

Portfolio

UBS Portfolio Management Choice pdf

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 pdf

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Doing well by doing good

In a nutshell

Flexible adherence to the principles of environmental, social and governance (ESG) investing

Portfolio

UBS Portfolio Management European Trade Opportunities pdf

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International diversification

In a nutshell

Regional stock-picking expertise for you.

Portfolio

UBS Portfolio Management Asian Opportunities pdf

In a nutshell

Attractive investment opportunities in a dynamic region.

Portfolio

UBS Portfolio Management Prime pdf

In a nutshell

Enjoy institutional asset management combined with premium private banking services.

Portfolio

UBS Portfolio Management Prime: International investing for US corporations pdf

In a nutshell

A Swiss investment advisor for US corporations.

Portfolio

UBS Managed Fund Portfolio pdf

In a nutshell

Professional management for your fund investments.

Portfolio

UBS Portfolio Strategy International pdf

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

Advisory programs

Service

Service

In a nutshell

In a nutshell

Service

UBS Investment Advisory pdf

In a nutshell

The investment strategy is fully client directed and supported by our advisers and our internal investment specialists.

Service

UBS Investment Advisory Precious Metals pdf

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