Because a personal conversation is worth a lot
What can we do for you? We’re happy to address your concerns directly. You can contact us in the following ways:
Our multi-asset solutions
Diversification across global financial markets, tailored to your needs
Delegate daily investment decisions, portfolio and risk management to an expert, while having the flexibility to adapt your portfolio to reflect your own preferences and needs.
Global capabilities
Invest in-line with our strategic long-term thinking and high conviction short-term views
Financial expertise
Benefit from our expertise in portfolio management and instrument selection
Tax optimization
Optimize your after-tax returns and get a detailed annual Swiss tax report
- Comprehensive, leading investment capabilities that consolidate our broad financial know-how on your behalf
- Well diversified, actively managed and continuously monitored portfolio aligned with your individual goals and preferences
- You stay in control with tailored client services, regular updates and selected portfolio personalization options
Focus on Switzerland
UBS Manage [Switzerland]
- Gives the possibility to invest with a Swiss focus while benefitting from global diversification
- Tailored to Swiss-domiciled clients
Focus on income
UBS Manage Advanced [Switzerland – Income]
- Allows to cover regular living expenses or interest payment needs
- Regular income from coupons, dividends and option premia
Focus on single stocks
UBS Manage Advanced [Switzerland – Direct]*
- Invest in-line with our strategic long-term thinking and short-term views
- A simple and diversified portfolio with a high share of single stocks
