UBS experience

A partner in your life journey

Choosing the right wealth manager may feel like an overwhelming task. At UBS, we can help you make the decision as easy as possible.

While guiding you through the world of investments and planning for the future we'll understand your personal situation and financial goals.

With our global resources and investment expertise, we’ll support you in choosing an investment strategy and constructing a portfolio to meet your long-term objectives.

Together we’ll help you achieve your life goals.

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Together, we can help you achieve more. 


You deserve real expertise: How we work with you

Your main point of contact is your client advisor. Through your dedicated advisor, you and your family have access to our wide range of wealth management services and global network.

Your advisor is supported by our global capabilities and resources. This includes our Chief Investment Office (CIO) and a number of investment and product experts, namely lending and mortgage specialists, foreign exchange, fund and investment specialists as well as wealth and financial planners.

With these tools and resources at the ready, we’re able to deliver the best for your personal portfolio.

 

Globally connected, locally active:
UBS Wealth Management in the UK

In 1999, we established our presence in the UK. Today, we have a network of regional offices and teams that ensure fast and reliable access to our specialists.

More than 180 client advisors serve over 15,000 clients across the UK. In addition, we have over 100 investment product and service professionals, including wealth planning specialists, who are focused on delivering UK tax-efficient solutions, tailored to your goals.

For our international clients, our client advisors speak over 40 different languages and include 30 different nationalities.

Our approach

It all starts with getting to know you. Together we’ll identify your priorities and work out a plan – one that fits for today or for where you want to be in the future. Our perspective? Always looking ahead.

Step 1 Identifying your values and objectives

The first step is to try to understand you. We look at your financial situation, which helps us understand the risk you’re able to take. We look at your financial goals, which define the returns you require. We look at your financial personality, which dictates the risk you’re willing to take. And finally, we look at your values and interests, which reveal the type of investments and opportunities you may wish to consider. Taking these points into account, we ask five questions to guide us in finding the right investment strategy for you:

1.

What do you want to accomplish in your life?

2.

Who are the people that matter most to you?

3.

What do you want your legacy to be?

4.

What are your main concerns?

 

5.

How do you plan to achieve your life’s vision?

Liquidity

To provide cash flow in the short term to help maintain your lifestyle

Longevity

For longer-term needs to help improve your lifestyle

Legacy

For needs that go beyond your own to help improve the lives of others

Step 2 Building your financial plan

The second step is to turn your goals into a plan. Our Liquidity. Longevity. Legacy.* planning approach is a systematic way of making your goals more tangible and identifying the investment strategies you should consider. A Liquidity strategy is designed to fund expenditures and meet liabilities for the next two to five years. A Longevity strategy helps you meet your financial goals for the remainder of your lifetime. And a Legacy strategy is for assets in excess of what you need to meet your lifetime objectives.

Step 3 Choosing an investment strategy

The third step is to set you up with an investment strategy that will help you achieve your financial goals and stick to your plan. Our standard global strategic asset allocation—designed for investors who seek a balanced approach to protecting and growing their wealth over time—aims to efficiently generate returns for a target level of risk over the course of an economic cycle. It benefits from diversification across regions, and invests in traditional liquid asset classes such as bonds and equities, as well as alternative asset classes like hedge funds. But we also have other strategies depending on investor goals and preferences:

Global strategic asset allocation

Ultra high net worth/ institutional style

Systematic allocation

Sustainable investing

Equity model portfolios

Yield-focused

Now we understand your dreams, ambitions and needs – investing right could help you meet or even exceed them. Our experts will support you in creating a portfolio that aims to deliver the returns you expect; all in line with your financial plan and risk tolerance.

We appreciate that every investor is unique. We’ll work with you to find the solution that suits you best.


World-class research for your investments: Our Chief Investment Office (CIO)

As one of the first wealth managers, we established UBS Chief Investment Office (CIO) in 2011 – it has a strong reputation and has been recognised by industry peers for its superior research. In Euromoney’s 25th annual Awards for Excellence, this organisation specifically underlined our strong efforts in developing the role of our Chief Investment Office.1

UBS Chief Investment Office CIO consists of 200 investments specialists based in 11 key financial hubs around the world and covering 24-hour analysis.

The specialists identify investment opportunities as well as market risks, to support you in preserving and growing your wealth.

UBS CIO research forms the UBS House View, our independent outlook on markets and investments. Our Portfolio Management team makes sure your investments reflect our analysts’ most up-to-date ideas and insights.

Of course, we also have the flexibility and expertise to take advantage of interesting short-term investment opportunities that we spot.

UBS Chief Investment Office (CIO) in the UK

Our local CIO team researches UK assets and helps local advisors apply their research and investment views to your portfolio.

UBS House View

UBS Chief Investment Office (CIO) produces daily, weekly and monthly publications that cover our multi-asset views and support you with market insights, clear analysis and innovative ideas.

Our investment philosophy

We encourage a culture of challenge and diversity of opinion.

Every month, we invite global investment leaders from the fund management industry to challenge our UBS House View. We address global financial questions to make sure we never sin through over-confidence. 

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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.