Superior investment recommendations and solutions for your wealth
At UBS, we put our clients' needs and wishes first. In other words: we direct our entire global resources to helping you turn your vision into reality.
The financial environment today is less predictable and more complex than ever before. Recent times have shown how volatile markets can be, and how none of us can avoid the challenges this creates.
Every day we see how our clients’ needs and preferences vary over time, throughout all life’s stages, and across the globe. And every day we put together the recommendations and solutions you need to deal with this.
Simplicity is often the result of sophisticated design
In order to offer you the best and most advanced research and investment management, we've set up an investment process that's as simple as it is powerful. This is based on our Chief Investment Office, a global network of experienced economists, strategists, analysts and experts with vast local knowledge.
The CIO's market insights, analysis and innovative ideas are combined into a focused UBS Wealth Management House View used by your financial planner and our investment specialists. Shared exclusively with our clients, the House View is also incorporated into our discretionary and non-discretionary offerings, and daily investment ideas.
Our strategists use these insights to identify market hazards and investment opportunities, and to design the right strategy for your portfolio. When we see changes in the markets, your financial planner can react quickly because your portfolio is regularly monitored. You're not only informed about potential risks, but also about ways to help mitigate them.
Our highly advanced process has a simple aim: your investment success
UBS is a premier global financial firm offering wealth management, asset management and investment banking services from its headquarters in Switzerland and its authorized operations in over 50 countries worldwide to individual, corporate and institutional investors. In Israel UBS AG is registered as Foreign Dealer in cooperation with UBS Wealth Management Israel Ltd., a wholly owned UBS subsidiary. UBS Wealth Management Israel Ltd. is a Portfolio Management licensee which may engage in Investment Marketing, and is regulated by the Israel Securities Authority. This website is intended for information only and is not intended as an offer to buy or solicitation of an offer. This material shall not be construed as an investment marketing and/or investment advisory and is not a replacement for an investment advisory and/or investment marketing provided by a licensee adjusted to your financial needs and your unique personal characteristics
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