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.
How we work
We follow a disciplined process at every stage of working with you. From understanding your needs and creating a strategy, to monitoring the markets through to the day-to-day management of your portfolio.
1. 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.
2. 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.
3. 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.
Managing your own portfolio comes with a lot of challenges. Our ten key questions can help you to invest wisely.
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
Plan for the life you want
Your holistic needs
We’d like to meet you
Come and see us so we can help you get the right perspective on your investments.