Investing

UBS Manage™ You set the goal, we implement it.

Benefit from our global investment expertise and our financial knowledge. With UBS ManageTM, you specify the ground rules that we are to follow when managing and growing your assets. Our experts will then do the rest.

UBS ManageTM – an overview

  • Our specialists provide analyses of the global markets and the relevant sectors
  • Your portfolio is consistently and automatically fine-tuned in line with your investment strategy and based on the current market forecasts
  • Market opportunities are quickly utilized
  • Detailed information is provided on the performance of your portfolio

We will take charge of the implementation of your investment strategy, so you have time for other things

Sound advice

To begin with, our experts create your personal investor profile. This involves us taking a look at your financial situation and your risk appetite, and drawing up an appropriate investment strategy together with you.

UBS ManageTM – further information

The first step is to sit down together with your client advisor and draw up your investment strategy, taking into account your financial needs, objectives and investment preferences. Our experts will then do the rest. They will continually monitor the investment universe for you, in order to ensure that your portfolio delivers the best-possible performance in line with the risk-return profile of the investment strategy you selected. Your portfolio will likewise be continually monitored so that investment opportunities can be taken advantage of and risks can be avoided where possible. Nevertheless, you will always retain full control over your investment strategy and can deposit or withdraw capital at any time.

UBS ManageTM – [CH] income

Investor profile: For cautious investors who can tolerate a low level of price fluctuation

Investment goal: To secure attractive interest income with low to moderate price volatility

Description of mandate:

  • Access to leading investment expertise
  • Fast and accurate implementation of the UBS House View
  • Broadly diversified portfolio
  • Continuous portfolio monitoring

UBS ManageTM – [CH] return

Investor profile: For generally cautious investors who can tolerate a certain level of price fluctuation

Investment goal: To secure an attractive rate of return

Description of mandate:

  • Access to leading investment expertise
  • Fast and accurate implementation of the UBS House View
  • Broadly diversified portfolio
  • Continuous portfolio monitoring

UBS ManageTM – [CH] balanced

Investor profile: For growth-oriented investors who see price fluctuations as an opportunity

Investment goal: To achieve the best possible combination of yield and capital gains

Description of mandate:

  • Access to leading investment expertise
  • Fast and accurate implementation of the UBS House View
  • Broadly diversified portfolio
  • Continuous portfolio monitoring

UBS ManageTM – [CH] growth

Investor profile: For risk-oriented, progressive investors mainly looking to invest in shares

Investment goal: To aim for capital growth

Description of mandate:

  • Access to leading investment expertise
  • Fast and accurate implementation of the UBS House View
  • Broadly diversified portfolio
  • Continuous portfolio monitoring

Product information sheets