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UBS Homepage > UBS in Switzerland > Business Banking > Institutional Investors > Our advisory services > Portfolio structure

Portfolio structure
Portfolio structure

The third stage in the advisory discussion
The third stage in the advisory discussion

Investment advisors help clients to structure and implement their portfolio strategy on the basis of the strategic asset allocation. In addition to classic investment products and collective investments, a range of structured and derivative investment solutions come into play.

Even after the portfolio architecture has been set up and the securities selected, we do not abandon you: your client advisor will continue to monitor, analyse and adjust your portfolio.



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