Welcome to UBS Manage
You made a good decision, as managing wealth is our craft
Thank you for entrusting your investment to our discretion and expertise. With your UBS Manage solution you get access to the best of UBS – the most direct and convenient access to the UBS house view and UBS investment process.
Whilst the portfolio management is in our professional hands, we provide you with regular updates and full transparency on your mandate’s performance, so you know how your money is invested and what’s going on in the markets.
Let us begin the journey.
Professional day-to-day management of your portfolio by our investment experts
Well diversified portfolio based on our award-winning UBS CIO House View and Research
Ongoing portfolio monitoring and risk management
Regular updates and personal portfolio reviews for full transparency on mandate performance
In UBS E-Banking, go to:
- 01
Assets & Investments
- 02
Portfolio overview
- 03
Select UBS Manage portfolio
Comments from your Portfolio Manager- Portfolio performance incl. market indices
- Portfolio’s asset allocation
- Investment positions
- Monthly update, incl. market environment and outlook on the investment strategy
As a UBS Manage client you benefit from regular reviews of your portfolio with your client advisor. Simply choose whether you prefer to be updated in person or, for example, via phone call.
