Thank you for entrusting your investment to our discretion and expertise. With your UBS Manage solution you get access to the best of UBS – the most direct and convenient access to the UBS house view and UBS investment process.

Whilst the portfolio management is in our professional hands, we provide you with regular updates and full transparency on your mandate’s performance, so you know how your money is invested and what’s going on in the markets.

Let us begin the journey.

Your UBS Manage

Professional day-to-day management of your portfolio by our investment experts

Well diversified portfolio based on our award-winning UBS CIO House View and Research

Ongoing portfolio monitoring and risk management 

Regular updates and personal portfolio reviews for full transparency on mandate performance

Keep track of your portfolio in UBS Digital Banking

Easily keep track of your UBS Manage portfolio at any time and anywhere – via E-Banking or Mobile Banking.

In UBS E-Banking, go to:

  1. 01

    Assets & Investments

  2. 02

    Portfolio overview

  3. 03

    Select UBS Manage portfolio

UBS E-Banking screens showing the UBS Manage Portfolio overview and its different widgets
  • Comments from your Portfolio Manager
  • Portfolio performance incl. market indices
  • Portfolio’s asset allocation
UBS E-Banking screens showing the UBS Manage Portfolio overview and its different widgets
  • Investment positions
  • Monthly update, incl. market environment and outlook on the investment strategy

The screens shown on this page are for illustrative purposes only, and some of their features may differ from those displayed in your UBS Digital Banking.

Reviews with your client advisor

As a UBS Manage client you benefit from regular reviews of your portfolio with your client advisor. Simply choose whether you prefer to be updated in person or, for example, via phone call.