Invest to achieve your goals

Invest to achieve your goals

We live in volatile times. With markets moving faster than ever before, it can be hard to know where to focus your attention. Our job is to show you the bigger picture, and help you make sense of it all. When we work with you, we follow a strict process, from creating your investment strategy to monitoring the markets and keeping your portfolio in line.

Building a strategy

Before we even think about investing, first we find out your goals in life. Are you more focused on preserving your family’s wealth, or growing your business? Once we understand what matters to you, we’ll build your financial plan.

Monitoring the markets

In an increasingly complex investment environment, our investment management process guides you through the ups and downs. The task of our Chief Investment Office (CIO) is to figure out how the world works and then use that knowledge to optimize your investment strategy.

Managing your portfolio

Our portfolio managers then apply this rigorous research to your portfolio. Our investment process is constantly refined and adapted to changing market conditions to give you the best possible performance.

Customising your portfolio with UBS My Way

With UBS My Way you build your own portfolio from more than 40 different building blocks – together with your Client Advisor. We take care of day-to-day management tasks and risk monitoring.

Two ways to work with you

We appreciate that every investor is unique. We’ll work with you to find the solution that suits you best.


You set the goal, we make it happen

Delegate the day-to-day management of your portfolio to us.


We advise, you decide

Take every wealth investment decision yourself - with our advice.

Investing wisely

Managing your own portfolio comes with a lot of challenges. Here are ten key questions that investors must ask themselves every day.

Are you interested in sustainable investing?

Sustainable investing could allow you to create lasting positive change in the world, without compromising on investment performance.

Digital Banking

UBS Digital Banking lets you have better control of your investments with a fast, personal and secure banking experience.

Digital Banking

At your fingertips

From checking your performance to keeping up to date with market news, UBS Digital Banking puts your investment solution at your fingertips. Anytime and anywhere.

Market views

Our Quotes function provides you with an overview of the latest market developments, so you have immediate access to the information you need.

Why choose UBS?

We're the world’s biggest wealth manager. With more than 150 years’ experience, hundreds of experts around the globe and clients whose families have been with us for five generations, we truly believe we can help you reach your goals.

The UBS approach

Without a map, how can you be sure you’re on the right path? At UBS, wealth planning means looking at the bigger picture to really understand what’s important to you. This allows us to build a financial plan around your life as it is now, and how you want it to be years from now.

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The UBS approach

We'd like to meet you

Come and see us so we can help you get the right perspective on your investments.