Invest to achieve your goals

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Invest

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.

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.

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.

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.

Investing wisely

Investing wisely

Managing your own portfolio comes with a lot of challenges. Here are ten key questions that investors must ask themselves every day.

Manage scene

UBS Manage™

Our delegation solution UBS ManageTM lets you define the parameters that we follow in managing your assets. Our experts do the rest.

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Myway scene

UBS My Way

Build your own portfolio from around 60 different building blocks, together with your client advisor.

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Advice scene

UBS Advice™

Make your own investment decisions based on our professional advice, as well as monitoring and management of your portfolio by our experts.

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Sustainable Investing

Sustainable investing is not only good for our planet and society, but also offers attractive, comparable or even better returns than traditional investments.

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Funds and Sicav

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We offer an open-architecture platform with more than 3,000 UBS investment funds and selected management houses.

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Private Markets

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We offer our professional clients the opportunity to choose between innovative solutions that invest in private markets.

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Why 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.

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 from now.

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CIO
UBS approach

Plan for the life you want

Starting your plan

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