Vorsorge Ein Testament rechtsgültig erstellen – eine Anleitung
In Ihrem Testament legen Sie fest, wer Ihr Erbe antritt und wie Ihr Vermögen verteilt wird. Worauf Sie achten müssen, erfahren Sie hier.
Investment portfolio managers at your side
Investment portfolio managers at your side
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.
Why choose UBS for managing your investment portfolio
UBS Australia is well-positioned to meet all your managed investment portfolio needs, whether day-to-day management, monitoring your portfolio or adapting it to your changing needs.
Our portfolio specialists provide managed investment portfolio services aligned with your financial goals whenever you need it.
How a managed investment portfolio 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 a tailored portfolio investment strategy that's right 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.
How does a managed investment portfolio benefit you?
Expert managers
Your local portfolio management team will manage your portfolio for you. Supported by leading third-party investment managers, they're constantly analyzing the global markets.
Monitoring your portfolio
Our portfolio managers continually monitor your portfolio, reacting quickly to risks and seizing 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 portfolio strategy at any time. Your portfolio is available at an all-inclusive price, with no hidden charges or fees.
Specialist support
You have optional access to a portfolio specialist to discuss your investments.
Our investment and portfolio management 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.
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Understanding your goals
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Tailoring your investment strategies
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Ongoing monitoring and adjustments
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Expert analysis and decision-making
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Regular review and communication
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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.
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