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.

UBS Portfolio Management Global

A world of investments across asset classes, markets and currencies

Key facts

Topic

Topic

Details

Details

Topic

Launch date

Details

1 January 2005

Topic

Reference currency

Details

USD, EUR, CHF

Topic

Main currency diversification

Details

USD, EUR, CHF, GBP, JPY, CAD, SEK, NOK, AUD, HKD, SGD

Topic

Geographical diversification

Details

Investment worldwide: US, Western Europe, Asia Pacific, Emerging Markets

Topic

Portfolio risk tolerance

Details

Minimal, Low, Modest, Average, Above Average, High

Topic

Minimum investment

Details

CHF 1,000,000


UBS Portfolio Management International

Capture the rewards of international diversification

Key facts

Topic

Topic

Details

Details

Topic

Launch date

Details

1 July 2005

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Reference currency

Details

EUR

Topic

Main currency diversification

Details

EUR, CHF, GBP, JPY, CAD, SEK, NOK, AUD, HKD, SGD

Topic

Geographical diversification

Details

Investment outside the US: Western Europe, Asia Pacific, Emerging Markets

Topic

Portfolio risk tolerance

Details

Minimal, Low, Modest, Average, Above Average, High

Topic

Minimum investment

Details

CHF 1,000,000


UBS Portfolio Management Choice

Individual market preferences

Key facts

Topic

Topic

Details

Details

Topic

Launch date

Details

1 April 2016

Topic

Reference currency

Details

USD, EUR, CHF, others on request

Topic

Main currency diversification

Details

USD, EUR, CHF, GBP, JPY, CAD, SEK, NOK, AUD, HKD, SGD

Topic

Geographical diversification

Details

Investment worldwide: North America, Western Europe, Asia Pacific, Emerging Markets

Topic

Portfolio risk tolerance

Details

Minimal, Low, Modest, Average, Above Average, High

Topic

Investment strategy

Details

Fixed Income, Income, Yield, Balanced, Growth, Equity

Topic

Minimum investment

Details

CHF 1,000,000


UBS Portfolio Management European Trade Opportunities

Dynamic investment opportunities

Key facts

Topic

Topic

Details

Details

Topic

Launch date

Details

1 April 2016

Topic

Reference currency

Details

EUR

Topic

Main currency diversification

Details

EUR, GBP, CHF, SEK, NOK, DKK and others

Topic

Geographical diversification

Details

Europe

Topic

Portfolio risk tolerance

Details

High

Topic

Investment strategy

Details

Equity

Topic

Minimum investment

Details

CHF 500,000


UBS Portfolio Management Asian Opportunities

Attractive investment opportunities in a dynamic region

Key facts

Topic

Topic

Details

Details

Topic

Launch date

Details

1 October 2006

Topic

Reference currency

Details

USD

Topic

Main currency diversification

Details

KRW, TWD, HKD, CNY, INR, SGD, MYR

Topic

Geographical diversification

Details

Investment in Asia: Asia Pacific region (ex-Japan and Australia)

Topic

Portfolio risk tolerance

Details

High

Topic

Minimum investment

Details

CHF 500,000


UBS Portfolio Management Prime

Tailor-made solution

Key facts

Topic

Topic

Details

Details

Topic

Launch date

Details

1 April 2016

Topic

Reference currency

Details

USD, EUR, CHF, others on request

Topic

Main currency diversification

Details

USD, EUR, CHF, GBP, JPY, CAD, SEK, NOK, AUD, HKD, SGD

Topic

Geographical diversification

Details

Investment worldwide: North America, Western Europe, Asia Pacific, Emerging Markets

Topic

Portfolio risk tolerance

Details

Minimal, Low, Modest, Average, Above Average, High

Topic

Investment strategy

Details

Fixed Income, Income, Yield, Balanced, Growth, Equity

Topic

Minimum investment

Details

CHF 25,000,000


UBS Portfolio Management Prime: International investing for US corporations

International investing for US corporations

Key facts

Topic

Topic

Topic

Separately managed multi-currency accounts

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Managed within client's corporate investment guidelines

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Fully customizable (currency, duration, risk, quality)

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Customized reports that meet client needs

Topic

Minimum investment: CHF 25,000,000


UBS Portfolio Strategy International

Diversify your wealth through international exposure

Key facts

Topic

Topic

Details

Details

Topic

Launch date

Details

3 August 2009

Topic

Reference currency

Details

EUR

Topic

Main currency diversification

Details

EUR, CHF, GBP, JPY

Topic

Geographical diversification

Details

Investment outside US: Western Europe, Asia Pacific, Emerging Markets

Topic

Portfolio risk tolerance

Details

Minimal, Low, Modest, Average, Above Average, High

Topic

Minimum investment

Details

CHF 1,000,000


UBS Managed Fund Portfolio

Professional management for your fund investments

Key facts

Topic

Topic

Details

Details

Topic

Launch date

Details

1 May 2005

Topic

Reference currency

Details

USD

Topic

Main currency diversification

Details

USD, EUR, CHF, GBP, JPY

Topic

Geographical diversification

Details

Investment worldwide: US, Western Europe, Asia Pacific, Emerging Markets

Topic

Portfolio risk tolerance

Details

Minimal, Low, Modest, Average, Above Average, High

Topic

Minimum investment

Details

CHF 1,000,000