Our approach Your trusted partner for the long term

Our approach

Why UBS?

With over 150 years of experience in global investment management, we’ve experienced a lot of different clients and situations. We know how important it is to respond quickly to market events to protect and grow your money. Our aim is to become a reliable partner who really understands you, and who’ll be there for you long term. You need more than just a bank. You need a companion to help you through all of life's ups and downs.

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

Mark Haefele, Global Chief Investment Officer, UBS Wealth Management 
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Stay informed with the CIO

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



UK Chief Investment Office

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

UBS Forum

Held annually, across a number of major UK cities, the UBS Forum delivers economic insights and expert opinions to UK investors.

We know how important your passions are

Your passions are important to us too


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.




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, and why we’ve developed Planet Art, an award-winning app keeping you on top of all the latest news from the art world.

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.