You set the goal,
we make it happen

Our managed investment experts handle the day to day details, and you can relax knowing there’s a watchful eye on your portfolio at all times.

 

 


When you want to delegate

Investing well is a full time job and sometimes emotions can get in the way. Many of our clients don’t have the time or inclination to manage their own portfolio, so they choose to hand it over to our managers. UBS’s investment experts navigate complex markets on your behalf, without letting anything cloud their investment decisions.

UBS managed portfolio 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

What happens in our first meeting?

You might do most of the talking in our first meeting. It's so we can really get to know you, and your hopes for the future. Once we have a detailed picture of your finances (and your life), we can suggest the right strategy for you.


Once you're happy with our recommendations, we'll structure your investments around it. Whatever you want to achieve, we’ll tailor the solution to help you get there.


Prefer to make the decisions yourself – with our advice?

Prefer to take the reins and make the decisions yourself – with our advice?

We’d like to meet you

Come and see us so we can tell you more about our approach.

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.