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Portfolio Managment

UBS publishes research reports on a variety of subjects of interest to wealth management clients. From our annual Outlook to topical subjects (Crisis: What it Taught Us An Investment Framework for the Future" and other available documents), UBS global research capabilities are highly sought after by clients, experts and the media.

Click here to for more info on UBS Canada and to receive your free copy of our Research Report.

For both individual and institutional investors, professional investment management has proven to be a sensible way to develop and implement investment strategies. And with good reason. Quality investment managers possess the experience, analytical skills and market knowledge needed to manage your portfolio. They are responsible for managing your assets on your behalf, relieving you of difficult day-to-day investment decisions. Investment managers work to provide you with performance over the long term that helps you pursue your financial goals.

Stock Portfolio management

"Portfolio Management is for people who have decided to delegate the management of their portfolio," says Grant Rasmussen, Head of Wealth Management for UBS in Canada. "The Canadian financial market is small (3% of global equity markets) and concentrated (75% financials, energy, and materials). We've designed a range of strategies so you can advantage of global investment opportunities in at least 9 currencies."

Investors need to look for a firm with access to the investment expertise of a leading institutional asset management team with global capabilities.

"We don't need to travel to see foreign investment opportunities," adds Grant, "we have operations in 60 capital markets worldwide. We're already there with our people."

When looking for a portfolio manager, it is critical that they understand your risk tolerance.

"We carefully select a combination of assets that suit your investment risk profile," said Grant. "We carefully consider risk and return throughout the portfolio management process."

Selecting an appropriate investment manager is one of the most important decisions you can make to help you work toward your investment goals. Investment managers have different approaches to investing, and vary greatly in the investment style they follow, risks they take, returns they generate, and the types of securities they hold. That is why many sophisticated institutional investors commit considerable resources to help identify those managers with whom they can entrust their assets.

These resources can include the retaining of their own specialized staff, the hiring of professional consultants, or a combination of both. For all investors, even those without institutional resources, the goal of the search is the same: to find the right investment manager who has a special combination of skills, prowess, talent and experience to fit their needs, and who has a demonstrable track record to prove it.

UBS Canada Contact Form

UBS has portfolio management experts in Toronto, Vancouver, Montreal or Calgary. Visit them online at UBS Canada.



Wealth Planning key for all walks of life

UBS Wealth Management brings global solutions to Canadians

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Wealth planning is a process that serves to make your current financial situation as clear as possible. This creates a sound basis for identifying trends and possible problems at an early stage by taking into consideration the risks inherent in a particular type of investment.

"Life can be dynamic, and your wealth plan should recognize the need to change," says Grant Rasmussen, President and CEO of UBS Wealth Management in Canada. "Having a wealth planner in Canada can help adjust for major life events such as liquidity events, career changes, large purchases and retirement."

UBS has an international reputation for professional wealth management services through wealth planning; that's how they've become the largest wealth manager in the world with more than $3 Billion in assets under management in Canada. Their Client Advisors, most of whom are registered wealth planners, CIMS, CFAs, or Charter Accountants, typically have less than 100 clients, allowing them to spend more time and energy on each account.

"Our Client Advisors in Canada are not affiliated with any brokerage firm and are not paid a commission," adds Grant, "which means our clients always receive sound financial advice with no conflict of interests."

This approach must be working at the average client relationship is more than 49 years.

Secure your future and find peace of mind in Canada with a wealth plan.

UBS provides wealth planning advice out of its offices located in Vancouver, Calgary, Toronto, and Montreal.

UBS Wealth Management research

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UBS in Canada and worldwide:

UBS is one of the world's leading financial firms, serving a discerning international client base. Its business, global in scale, is focused on growth. As an integrated firm, UBS creates added value for clients by drawing on the combined resources and expertise of all its businesses.

UBS is the leading global wealth manager, a leading global investment banking and securities firm, and one of the largest global asset managers. In Switzerland, UBS is the market leader in retail and commercial banking.

UBS is present in all major financial centers worldwide. It has offices in 50 countries, with about 38% of its employees working in the Americas, 33% in Switzerland, 17% in the rest of Europe and 12% in Asia Pacific. UBS's financial businesses employ more than 80,000 people around the world. Its shares are listed on the Swiss Stock Exchange (SWX), the New York Stock Exchange (NYSE) and the Tokyo Stock Exchange (TSE).


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UBS Canada. Offices in Toronto, Vancouver, Montreal, Calgary and Canada

UBS is a leading wealth and money managment resource in Canada. Allow a comission-free client advisor to help you achieve your personal financial goals.

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Individual Services:
Wealth Management
Active Advisory
Client Advisory
Portfolio Management
Wealth Planning
Custody Services
Additional Banking Services

Corporates and Institutions:
Investment banking
Fixed Income, rates
Pooled Funds
Asset Management



UBS in Canada and Worldwide

UBS is the world's largest wealth manager, a top tier investment banking and securities firm, and a key global asset manager. UBS is present in all major financial centers worldwide, with offices in 50 countries. UBS employs more than 69,500 people, 39% in Canada and the United States, 37% in Switzerland, 16% in the rest of Europe and 8% in the Asia Pacific time zone.





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