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.

Our approach

Who we work for

Our services are aimed at:

with important assets and financial needs requiring a global approach, integrated planning and customised solutions.

with integrated needs ranging from growth, optimisation and business enhancement to financial investments and protection of personal wealth.

with more complex asset organisational needs which require asset structuring and optimisation solutions for succession purposes too.

Banks, Investment firms and Consulting firms licensed to provide investment services to their end clients We provide them with a highly evolved operational platform, an open architecture to select investments, dedicated solutions and a highly specialised team.

Banking foundations, Insurance companies, Pension funds and Social security organisms to which we offer tailored specific consulting and asset management solutions.

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.


We know how important your passions are

Your passions are important to us too

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 advice, philanthropy can be both effective and rewarding.

Would you like to make a difference in the lives of those around you by dealing with them firsthand? Doing it right requires a clear strategy. Discover how your philanthropic initiatives can create an impact thanks to our advice.

Sustainable investments

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.

 

 

Art

Art is often inspiring and always adds exciting new perspectives to the way we perceive things. That is why we support a wide range of initiatives at a national and international level and share them with our clients. In addition we developed Planet Art: an app which has already won numerous awards to keep you informed on what is happening in the art world.

If you want to know more

Come and see us so we can tell you more about how we work.