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

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.

Quote

UBS’s biggest strength is the collective force of our hundreds of analysts across the world, keeping a finger on the pulse of financial markets on behalf of our clients. 

Mark Haefele

Mark Haefele, Global Chief Investment Officer
UBS Wealth Management

Stay informed with the CIO

Follow the House view, Investment views and get the latest Weekly Podcast 


Investing wisely

Investing wisely

Managing your own portfolio comes with a lot of challenges. Our ten key questions can help you to invest wisely.


We know how important your passions are

We know how important your passions are

Optimus Foundation

Would you like to help educate, protect and look after disadvantaged children by taking part in charitable projects? Through our philanthropy advice you can give something back to society.

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.

UBS Formula 1

UBS Formula 1

We are a proud Team Partner of Mercedes-AMG Petronas Motorsport since 2011. We have also been an Official Sponsor of the Monaco Grand Prix and a Prestige Partner of the Automobile Club de Monaco (ACM) since 2011.

Art

Art

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, and why we’ve developed Planet Art, an award-winning app keeping you on top of all the latest news from the art world.

If you want to know more

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