UBS Manage

You set the goal, we make it happen

UBS Manage™ gives you:

  • A team of investment experts managing your portfolio
  • Ongoing portfolio monitoring so we can react quickly to risks on your behalf
  • Control over your investment strategy at any time
  • Optional access to a specialist to discuss your investments
  • An all-inclusive price
When you want to delegate

Financial markets offer you long and short-term opportunities to grow your wealth

  • We will build a well-diversified, global portfolio across asset classes based on our long-term view of financial markets. This helps protect and grow your wealth for generations.
  • To help manage your wealth, we have 200 experienced economists and analysts, complemented by our extensive network of investment partners.
  • When we see attractive shorter-term opportunities, we act by adjusting your portfolio’s asset allocation.

Aiming to protect your wealth with alternative investments

  • Hedge funds aim to protect you from losing a lot of money, especially in unfavorable market conditions. They are designed to preserve the value of your wealth.
  • They typically perform well in times of rising interest rates, thanks partly to having more trading opportunities.
  • We use our two flagship funds which invest with 40 to 50 leading managers chosen from over 8 000 candidates.
  • By choosing the right managers, we can help increase the potential of your returns, reduce risk and lower your expected maximum loss.

A simplified portfolio

  • We use our global network and world-class selection process to choose successful active and passive funds.
  • After screening over 75 000 funds, 18 analysts conduct hundreds of in-depth interviews with potential partners worldwide.
  • To simplify your portfolio’s structure, we combine the 25 to 30 chosen managers into seven to eight ‘building block’ funds.

Keeping you on track by always monitoring your overall portfolio

  • When needed, we change portfolio positions quickly and efficiently using cost-efficient passive instruments.
  • To make sure your portfolio reflects our latest views of the markets, we continuously review the managers.
  • To ensure your portfolio still matches your attitude to risk, we may rebalance it regularly.