Investing professionally is a full-time job. And sometimes, emotions can get in the way. If you don’t have the time or inclination to manage your own portfolio, you can choose to have our managed investment experts handle the day-to-day details.
With a managed investment portfolio, our experts will navigate complex markets professionally on your behalf. You can relax knowing there’s a watchful eye on your portfolio at all times.
How it works
It all starts with a meeting. You might do most of the talking, but that’s only so we can really get to know you and your hopes for the future. When we have a detailed picture of your finances (and your life), we can suggest the right investment strategy for you.
Once you’re happy with our recommendations, we'll structure your investments around them. Whatever you want to achieve, we’ll tailor your solution to help you get there.
A team of investment experts will manage your portfolio for you. Supported by leading third-party investment managers, they're constantly analysing the global markets.
Keeping you on track
We closely monitor your portfolio, reacting quickly to risks and capitalising on opportunities.
You're in control
You have access to detailed information about the development and activity of your portfolio. And you can change your investment strategy at any time. Your portfolio is available at an all-inclusive price, with no hidden charges or fees.
You have optional access to a portfolio specialist to discuss your investments.
Our investment process
When we work with you, we follow a strict process. From creating your investment strategy to monitoring the markets, we keep your portfolio in line.
Why UBS is your right partner?
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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.
UBS does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.