A UBS Investment Management Mandate bundles a wide range of our investment capabilities into one tailored offering. Your client advisor will assist you to define your investment risk profile, which enables our investment specialists and portfolio managers to manage your assets in the most appropriate way to achieve your goals.
Our advisory services offer you suggestions on single - and multi-asset solutions involving equities, fixed income and foreign exchange in a broad range of products. These include direct investments, structured products, and funds from internal and third-party providers.
This offering gives you direct access to market specialists across a wide range of asset classes. You can instruct our experts to execute your decisions on the markets, or request insights on trading ideas from market specialists. We provide Sales Trading, Execution Services and Global Platform Capabilities across asset classes. Whatever you require, we are here to meet your needs and deliver expert service.
Can I retire early? When will I be able to buy my dream home? How can I secure my children's inheritance? Your Wealth Planning specialist will assist you to create a blueprint for your own and your family's financial future - helping you to deal with changing circumstances and achieve financial security, independence, and the long-term preservation of your assets. Our comprehensive advisory services and solutions are tailored to your individual needs, and offer you all the benefits of access to our global network and broad expertise across countries and locations.
Some investments may be subject to sudden and large falls in value and on realization you may receive back less than you invested or may be required to pay more. Changes in FX rates may have an adverse effect on the price, value or income of an investment. Also note that past performance is not a reliable indicator of future results.