Our approach

Why UBS?

With over 150 years of experience in global investment management, we’ve experienced a lot of different clients and situations. We know how important it is to respond quickly to market events to protect and grow your money. Our aim is to become a reliable partner who really understands you, and who’ll be there for you long term. You need more than just a financial institution. You need a companion to help you through all of life's ups and downs.


We help you look at the big picture

Chief Investment Office

Our Chief Investment Office (CIO) has investment specialists across the globe working to understand the bigger picture and how your investments fit in to it. We use their research to form the UBS House View, our market outlook for the next six months. Our Portfolio Management team makes sure your investments reflect our analysts’ most up to date ideas. But, of course, we have the flexibility to snap up interesting short-term investment opportunities wherever we spot them.

Our biggest strength is the combination of our global capabilities and local expertise, allowing us to identify investment opportunities and risks for our clients.

Mark Haefele, Chief Investment Officer
UBS Global Wealth Management


We know how important your passions are

The Euromoney Private Banking Survey 2020 awarded UBS the main global prize "Best Private Banking Services Overall".

Philanthropy

If you're thinking about giving back through philanthropy and you want to make a real difference, you'll need a clear strategy. With our recommendations, philanthropy can be both effective and rewarding.

Sustainable investing

Many of our clients want their investments to reflect their personal values. Sustainable investing could allow you to create lasting positive change in the world, without compromising on investment performance.

Engagements and Events

Our partnerships with well-known associations, networks and platforms are an expression of our commitment to our engagement in Israel. Find out more about our partnerships and other initiatives.


We'd like to meet you

Come and see us so we can tell you more about what we can offer you.