Our approach

Why UBS?

With over 150 years of experience in global investment management, we have had experience with many 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 will be there for you in the long term. You need more than just a bank. You need a wealth partner to help you through some of life's challenges.

Why UBS?

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, which is our market outlook for the next six months. Our Portfolio Management team monitors your investments so they reflect our analysts’ most up to date ideas. But, of course, we have the flexibility to take advantage of short-term investment opportunities whenever they arise.

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
Follow Mark on LinkedIn

Stay informed with the CIO

Follow the House View, investment views and get the latest Weekly Podcast

Market News

Get the big picture on the world's markets, with our expert insights and analysis.

A different way of thinking

Our UBS Entrepreneur Report 2020 introduces five entrepreneurs, their personal stories and how they turned crisis into opportunity.

Thinking differently

We know how important your passions are

We know how important passion are


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.

Sustainable investment

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.


Contemporary art is in our DNA, and we want to nurture the next generation of talented working artists. That’s why we’re a long-time supporter of the most prestigious events in the arts calendar.

If you want to know more

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

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

UBS does not give tax, legal or accounting advice and you should consult your independent adviser for specific advice before entering into or refraining from entering into any investment.

UBS AG, Jersey Branch is authorised and regulated by the Jersey Financial Services Commission for the conduct of banking, funds and investment business. UBS AG, Jersey Branch is a branch of UBS AG (a public company limited by shares incorporated in Switzerland whose registered offices are at Aeschenvorstadt 1, CH-4051, Basel and Bahnhofstrasse 45, CH-8001 Zurich) ("UBS"), with its principal place of business in Jersey at 1 IFC Jersey, St Helier, Jersey, JE2 3BX.