
專業投資是一項全職工作。有時也會受到情緒左右。如果您沒有時間或者並不打算自行管理投資組合,您可以選擇讓我們的投資專家替您處理日常的管理工作。
通過我們的 UBS Manage 管理投資組合,我們的專家將幫助您駕馭複雜市場形勢。有我們密切關注您的投資組合,您大可以安心。
為什麼選擇由瑞銀管理您的投資組合
瑞銀在區內擁有 60 多年的經驗,具備有利條件滿足您的管理投資組合需求,包括日常管理、監察以及調整您的投資組合,以配合您不斷變化的需求。
管理投資組合如何運作
我們第一次會面時,主要是聆聽您的需要,讓我們深入認識您,了解您對未來的期盼。在我們詳盡了解您的財務(及生活)的情況後,就可以為您建議合適的策略。
如您同意我們的建議,我們將按照有關建議構建您的投資方案。不論您的目標是什麼,我們都會為您量身定制能助您達成目標的方案
管理投資組合對您有何優勢
專業的投資組合經理
您的投資組合會由投資專家團隊為您管理。在領先的第三方投資經理的協助下,他們會持續分析全球市場走勢。
監察您的投資組合
我們密切監察您的投資組合,快速應對風險並把握機遇。
一切盡在您的掌控
您可以查看有關您的投資組合的詳細資訊。而且您可以隨時更改您的投資策略。您的投資組合以全包價格方式管理,沒有任何隱藏開支或費用。
專業人員支援
您可以選擇與投資組合專業人員討論您的投資。
我們的投資及投資組合管理流程
- 01
了解你的目標
- 02
量身定制您的投資策略
- 03
持續監察和調整
- 04
專家分析和決策
- 05
定期審視和溝通
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您的資金可能面臨風險。投資價值可跌可升,您可能無法取回原始金額。
瑞銀不提供稅務或法律建議。在獲取任何服務或進行投資之前,您應該諮詢您的獨立稅務/法律顧問以獲得具體建議。
聯繫我們
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