A UBS Investment Management Mandate bundles a wide range of our investment capabilities into one tailored offering. Your client advisor will assist you to define your investment risk profile, which enables our investment specialists and portfolio managers to manage your assets in the most appropriate way to achieve your goals.
Our advisory services offer you suggestions on single - and multi-asset solutions involving equities, fixed income and foreign exchange in a broad range of products. These include direct investments, structured products, and funds from internal and third-party providers.
UBS Active Advisory
When you want to take all the investment decisions yourself, we will support you with proactive market analysis and dedicated investment advice customized to your needs, supplemented by our methodical monitoring of portfolio risks and identification of opportunities.
UBS Direct Access Service
A service for experienced investors who prefer to execute their trades directly*. You keep full control of your portfolio while benefiting from a direct connection to our global expertise and execution services, allowing you to take advantage of the input and support of highly specialized professionals with extensive market experience.
* In some countries, trades may be executed by a client advisor.
We provide a multi-boutique approach covering UBS and third-party investment funds: Investment Funds, Exchange Traded Funds, Hedge Funds, Real Estate Funds and Private Equity Funds.
UBS Capital Markets
Take advantage of our single asset class expertise in equities, fixed income and foreign exchange, combined with in-depth market knowledge that supports active, opportunistic trading.
UBS Structured Products
We offer structured products across many different categories, ranging from more conservative capital preservation products to more speculative leveraged ones. As these categories differ in terms of risk-return characteristics, we can identify those products most suitable for your particular investment profile.
This offering gives you direct access to market specialists across a wide range of asset classes. You can instruct our experts to execute your decisions on the markets, or request insights on trading ideas from market specialists. We provide Sales Trading, Execution Services and Global Platform Capabilities across asset classes. Whatever you require, we are here to meet your needs and deliver expert service.
Can I retire early? When will I be able to buy my dream home? How can I secure my children's inheritance? Your Wealth Planning specialist will assist you to create a blueprint for your own and your family's financial future - helping you to deal with changing circumstances and achieve financial security, independence, and the long-term preservation of your assets. Our comprehensive advisory services and solutions are tailored to your individual needs, and offer you all the benefits of access to our global network and broad expertise across countries and locations.
Some investments may be subject to sudden and large falls in value and on realization you may receive back less than you invested or may be required to pay more. Changes in FX rates may have an adverse effect on the price, value or income of an investment. Also note that past performance is not a reliable indicator of future results.