Invest to achieve your goals

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.

Customising your portfolio with UBS Manage Advanced [My Way]

With UBS Manage Advanced [My Way] you build your own portfolio from more than 50 different building blocks – together with your Client Advisor. We take care of day-to-day management tasks and risk monitoring.


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.


Investing wisely

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

Are you interested in sustainable investing?

Sustainable investing could allow you to create lasting positive change in the world, without compromising on investment performance.