What is ÃÛ¶¹ÊÓƵ Manage?

ÃÛ¶¹ÊÓƵ Manage allow you to delegate investment decisions and portfolio management to experts, while still reflecting your preferences and needs.

Benefits at a glance:

  • Consolidates ÃÛ¶¹ÊÓƵ's financial expertise.
  • Tailored services, regular updates, and personalization options.
  • Focus on themes like energy efficiency and smart mobility.
  • Optimizes after-tax returns with a detailed Swiss tax report.

ÃÛ¶¹ÊÓƵ Manage Advanced with Swiss focus:

  • ÃÛ¶¹ÊÓƵ Manage Advanced [Switzerland]: Swiss-focused investments with global diversification.
  • ÃÛ¶¹ÊÓƵ Manage Advanced [Switzerland – Income]: Regular income from various sources.
  • ÃÛ¶¹ÊÓƵ Manage Advanced [Switzerland – Direct]: A diversified portfolio with a high share of single stock.

Is it possible to invest sustainably with ÃÛ¶¹ÊÓƵ Manage?

Yes, with ÃÛ¶¹ÊÓƵ Manage Advanced [Sustainable Investing], you can achieve not only financial returns but also a positive impact on the environment and society.

We invest across asset classes and expect a comparable risk and return in the long term as with traditional investments.

Invest in themes such as energy efficiency, smart mobility, and the revolution of the food system.

What is ÃÛ¶¹ÊÓƵ Manage Advanced [My Way]?

A flexible, digital solution that can be easily adjusted.

ÃÛ¶¹ÊÓƵ Manage Advanced [My Way] allows you to build and adapt your personal portfolio with your advisor anytime, anywhere

You have control over your initial allocation and selection, supported by a digital platform tailored to your goals and preferences.

Your benefits:

  • Relevant investment tips at the right time from over 800 investment experts worldwide
  • Individual and straightforward portfolio design
  • Continuous management by our investment professionals

How does ÃÛ¶¹ÊÓƵ Manage Advanced [My Way] work?

  1. Based on your individual investment concept, we define an appropriate strategy.
  2. Together, we create your individual portfolio from around 80 different investment building blocks.
  3. We take care of the daily management within the building blocks and your overall portfolio, including risk monitoring.
  4. If your needs change, we will adjust your portfolio together with you at any time.
  5. Via Digital Banking, you can change allocations to your building blocks yourself.