Professional Wealth Management

You’re looking for a reliable partner to manage your assets. But without sacrificing transparency or security. Our wealth managers will help you invest your assets for the long term. Relax in the certainty that every investment is made with your aims in mind. Give us a mandate, and we will manage your assets for you.

Your Investments in Professional Hands

Leave the financial market analysis as well as active management and monitoring of your assets to our investment experts. Your benefits: our proven investment expertise and our global investment network.

Full-service experience

Experience the high-touch service that comes with professional wealth management. You’ll avoid the need to follow day-to-day market developments or make investment decisions yourself.

Custom solutions

We will take the time to get to know you at the start of our relationship. That way, we can be sure to manage your wealth in a way that advances your goals and suits your unique profile.

Manage investment risk

Broad diversification across regions, asset classes and investing styles is absolutely essential and helps minimize risk. Our wealth management funds are also good choices for small-scale investments.

Anchor: solutions

One Goal. Two solutions

We work toward a clear objective: long-term capital growth. Regardless of the professional wealth management solution that you choose.

Asset management mandates

Full-service solution for your assets

With an Asset management, you pick the investment strategy and leave the professional wealth management to us.

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Wealth management

Professional wealth management in a fund format

Our wealth management funds combine the stability of a storied bank with a tried-and-true investment process.

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Schedule a Consultation

We look forward to advising you one-on-one.
You can contact us Monday to Friday, from 8:00 a.m. to 8:00 p.m.

+41 844 844 007*

^{* For security reasons and training purposes, telephone calls may be recorded. Standard connection rates apply (Swisscom). Mobile phone and foreign rates as well as the charges of other providers may vary.}

Anchor: advantages

Enjoy These Benefits

Sign up for our professional wealth management if what you want is a full-service investment package. Our global financial experts have the knowledge and skill to protect and grow your wealth. We will keep a close eye on your portfolio and immediately act on market opportunities that benefit you.

Reliable and competent

Trust our global expertise. You don’t want to make every single investment decision yourself, but prefer to let our wealth managers professionally execute your investment strategy.

Vigilant and capable

Immediately seizing market opportunities. We monitor your portfolio and constantly analyze international market trends. That allows us to respond effectively and immediately to changes and seize investment opportunities for you.

Diversified and secure

Solutions that pay dividends. Our solutions have stood the test of time and will protect your wealth across a variety of asset classes. Allocations vary depending on market developments, but always ensure optimum diversification.

Precision and partnership

Innovative, professional wealth management. We believe in a structured, transparent investment process. We want to work closely with you as equal, trusted and sincere partners.

Suitable and personalized

You choose the risk. Our wealth management funds reflect your personal risk profile and are engineered for the best possible risk-return ratio. With a CS Invest Mandate, our risk managers will keep your portfolio aligned with your investment strategy.

The Choice Is Yours

With our professional wealth management solutions, you leave active asset management to our investment experts. If you prefer to make your investment decisions yourself while receiving competent support from your personal investment advisor, we recommend you our UBS Advice investment advisory solutions.

Professional wealth management solutions

You define your individual investment strategy, with our support, in line with your investment objectives
Seasoned investment experts actively manage your assets for you

Invest with advice

Your personal investment advisor supports you in defining your investment strategy
You receive strategic investment ideas and detailed reports on the performance of your investments
You choose between different levels of portfolio monitoring

Find out more

Stay Informed

Discover our valuable investment tips, read background reports on specific investment themes as well as expert articles on investment trends and opportunities.

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