Cycles come and go. Correlations ebb and flow. Thematics shift and evolve. As artificial intelligence invades and upends almost every corner of investing, the boundaries between public and private markets blur and the once-stable equity-bond relationship fluctuates fundamental aspects of diversification are being put to the test.
Interconnected risks lurk in our economic and financial ecosystems and, put simply, diversification requires a rethink. Navigating such uncertainty requires an open mind, curiosity, considered judgment and deep experience. Across emerging markets, alternatives, diverse income sources and ETF building blocks, our scale and expertise give investors access to a broader range of strategies – and more ways to diversify.
Risks:
- Potential loss: Diversification is no guarantee against loss. Investors may lose part or all of their invested amount.
- Market risk: Market conditions can trigger fluctuations in total returns.
- Liquidity risk: Some strategies may have difficulty or may not be able to sell their investments.
- Foreign currency risk: The investments’ total return can be adversely affected by exchange rate fluctuations.
- Every strategy has specific risks, which can significantly increase under unusual market conditions.
- Every investment requires a corresponding risk tolerance and capacity.
- Credit risk: The issuer’s inability to meet financial obligations may result in partial or total loss of invested capital.
- Interest-rate risk: Changes in interest rates may adversely affect the value of fixed-income investments.
- A slowdown in global economic growth could have a negative impact on portfolio companies and equity markets in general.
- Exposure to mid-cap securities may result in higher volatility and increased liquidity risk.
- Changes in laws, regulations, or political environments can impact markets or specific companies.
What makes us different?
Power with precision
With distinct specialist teams across active and passive, traditional and alternative, each with their own viewpoints and philosophies, we generate innovative ideas to help meet your investment goals.
Value beyond investments
Fundamental to our long-term partnerships is our ability to bring value beyond investments. From technology to reporting, white-labelling to fund wrapping, we bind together resources, insights and expertise from across our whole firm to offer greater levels of service and value.
Care in our craft
We take care to craft investments that can endure through cycles and over generations. This takes vision, skill, rigor, and an inherent understanding of risk, which are core to our Swiss heritage.
Global scale and local expertise
Our global scale and local expertise help set us apart. A commitment to investment excellence means we unite quality people and insight to create value that endures. Specialist teams draw from across the entire UBS Group. We take care to forge long-term partnerships and deliver effective solutions through cycles.
1Includes invested assets across Asset Management and Global Wealth Management globally. As of June 2026. Invested assets include net new money / net new fee-generating assets and custody / execution assets.