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
What we can offer you with our asset management services
- A team of experts dealing with the daily management of your investments
- Maximum diversification: our asset management lines include over 1,500 different issuers - both directly and indirectly.
- Constant monitoring of financial markets to react quickly to opportunities and risks
- Accurate check of your management efficiency through periodic reports and access to our e-banking
- Clear and all-encompassing fees
Prefer to make the decisions yourself - with our advice?