Our approach

Why UBS?

We want to protect and manage your wealth by offering Swiss quality investment advice with a Mexican perspective. We have more than 50 years of experience and presence in the Mexican market and offices in Mexico City, Guadalajara and Monterrey.


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.

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, Global Chief Investment Officer
UBS Wealth Management
Follow Mark on LinkedIn

Stay informed with the CIO

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

Mexico Chief Investment Office

Esteban Polidura
Chief Investment Officer UBS Asesores Mexico

Our local CIO team is on the ground researching Mexican assets and helping Mexican advisors apply the research and House View to managed portfolios.


The Century Club

The rising prospect of living ten decades

UBS Investor Watch
Results of the latest study including Mexico.

The idea of living a century was once confined to science fiction. But no longer. For Mexican investors, living a 100-year life is not an outcome they consider a mere possibility. It’s one they expect.

This is one of the key findings from the latest UBS Investor Watch, the largest recurring global study of investors, which covers the views of close to 5,500 across the world in 10 markets.

of investors in Mexico
expect to reach 100


We know how important your passions are

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.

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.

Visionaris

The UBS Visionaris Social Entrepreneurship Award was created in 2004 to recognize the work of leading social entrepreneurs in Mexico who are using innovative approaches to solve social problems.

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.


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 legal and tax advice and you should consult your independent tax adviser for specific advice before entering into or refraining from entering into any investment.