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.
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.
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.
What do you want to accomplish in your life?
Who are the people that matter most to you?
What do you want your legacy to be?
What are your main concerns?
How do you plan to achieve your life’s vision?
Global strategic asset allocation
Ultra high net worth/ institutional style
Equity model portfolios
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.
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.