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.
Two ways to work with you
We appreciate that every investor is unique. We’ll work with you to find the solution that suits you best.
You set the goal, we make it happen
Delegate the day-to-day management of your portfolio to us.
We advise, you decide
Take every wealth investment decision yourself – with our advice.
Managing your own portfolio comes with a lot of challenges. Here are ten key questions that investors must ask themselves every day.
The 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.
Plan for the life you want
We'd like to meet you
Come and see us so we can help you get the right perspective on your investments.
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.