Invest to achieve your goals

We live in volatile times. With markets moving faster than ever before, it can be hard to know where to focus your attention. Our job is to show you the bigger picture, and help you make sense of it all. When we work with you, we follow a strict process, from creating your investment strategy to monitoring the markets and keeping your portfolio in line.

Building a strategy

Before we even think about investing, first we find out your goals in life. Are you more focused on preserving your family’s wealth, or growing your business? Once we understand what matters to you, we’ll build your financial plan.

See how we help you make a plan

Monitoring the markets

In an increasingly complex investment environment, our investment management process guides you through the ups and downs. The task of our Chief Investment Office (CIO) is to figure out how the world works and then use that knowledge to optimize your investment strategy.

Managing your portfolio

Our portfolio managers then apply this rigorous research to your portfolio. Our investment process is constantly refined and adapted to changing market conditions to give you the best possible performance.

Two ways to work with you

We appreciate that every investor is unique. We’ll work with you to find the solution that suits you best.

You set the goal, we make it happen

Delegate the day-to-day management of your portfolio to us.

We advise, you decide

Take every wealth investment decision yourself – with our advice.

Are you interested in sustainable investing?

Find out more
Sustainable Investing

Investing wisely

Managing your own portfolio comes with a lot of challenges. Here are ten key questions that investors must ask themselves every day.

Find out more
Investment at your fingertips

Investment at your fingertips

From checking your performance to keeping up to date with market news, anytime and anywhere.

Performance

Check the performance of your portfolio and get an update on your current status.

Log in to e-banking Jersey

Market views

Our new Quotes function provides you with an overview of latest market developments, so you have immediate access to the information you need.

Take a look around Quotes now

Why choose UBS?

We're the world’s biggest wealth manager*. With more than 150 years’ experience, hundreds of experts around the globe and clients whose families have been with us for five generations, we truly believe we can help you reach your goals.

The UBS approach

Without a map, how can you be sure you’re on the right path? At UBS, wealth planning means looking at the bigger picture to really understand what’s important to you. This allows us to build a financial plan around your life as it is now, and how you want it to be years from now.

Also look at:

CIO
The UBS approach

Plan for the life you want

Starting your plan

Bank on us every day

Bank with us

We'd like to meet you

Come and see us so we can help you get the right perspective on your investments.

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 give tax, legal or accounting advice and you should consult your independent adviser for specific advice before entering into or refraining from entering into any investment.

UBS AG, Jersey Branch is authorised and regulated by the Jersey Financial Services Commission for the conduct of banking, funds and investment business. UBS AG, Jersey Branch is a branch of UBS AG (a public company limited by shares incorporated in Switzerland whose registered offices are at Aeschenvorstadt 1, CH-4051, Basel and Bahnhofstrasse 45, CH-8001 Zurich) ("UBS"), with its principal place of business in Jersey at 1 IFC Jersey, St Helier, Jersey, JE2 3BX.

*Scorpio Partnership 2018 Global Private Banking Benchmark