UBS AG

Who we are

At UBS our dedicated client advisors will seek out the specialist expertise and resources needed to help clients achieve their goals and benefits from the network and specific skills of UBS, one of the World’s leading wealth managers.

As we have been long established in Jersey, we understand the needs of those living and working here – the tax regime, regulatory and legal environment – and can therefore offer clients a complete range of services that are personalised to their individual needs.

From our branch in Jersey, we offer local expertise, backed up by global resources and thanks to close cooperation between our investment bank and asset management divisions, we share best international practices in discretionary and advisory services, based on a service model centred on Clients’ specific needs.

What we do

Our aim is to deliver good investment performance over the medium term. We believe that good performance can only come from a structured, robust and disciplined investment process.

At the heart of this philosophy is the belief that investment value comes from diversification. By starting with our big picture view and drawing on our global capabilities as a firm to source investment expertise, we apply diversification across asset classes, regions and sectors.

A suitable strategic asset allocation is determined for each client, which is effectively the benchmark of the portfolio and is structured for the long-term using a broad range of asset classes and instruments. The tactical asset allocation is then determined. This involves the active management of asset allocation with the objective of adding value. We then carefully select the instruments for the portfolio. This involves the implementation of best in class instruments based on careful selection.

Disclaimer

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-8098 Zurich) with its principal place of business at P.O. Box 350, 24 Union Street, St Helier, Jersey JE4 8UJ. Please note: depending on individuals’ circumstances and requirements, certain services may be provided by UBS locations other than UBS AG, Jersey Branch. Terms and Conditions available upon request.

Contacts

Michael Clarke
Jersey
Business Development Executive
michael.clarke@ubs.com
+44 1534 701148