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.
UBS Luxembourg 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.
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. You‘ll receive a portfolio that‘s in line with your goals and tolerance and capacity for risk.
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.
Expert managers
A team of investment portfolio experts will manage your portfolio for you. It‘s the purest way to implement the UBS House View in your portfolio. You get access to the full scope of global investment capabilities of UBS, excellence in instrument selection and leading third-party investment managers.
Monitoring your portfolio
Our portfolio managers continually monitor your portfolio, reacting quickly to risks and seizing opportunities. The regular review and rebalancing of your portfolio holdings keeps your portfolio on track.
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.
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.
- 01
Understanding your goals
- 02
Tailoring your investment strategies
- 03
Ongoing monitoring and adjustments
- 04
Expert analysis and decision-making
- 05
Regular review and communication
UBS Europe SE, Luxembourg branch
