UBS Active Portfolio Advisory

Direct access to your personal investment specialist

UBS Active Portfolio Advisory is an advisory mandate for clients who wish to benefit from direct access to a personal investment specialist, while making investment decisions themselves. Your dedicated investment specialist keeps you up to date on the financial markets and provides individualized structuring, continuous monitoring and proactive recommendations in line with your investment objectives. However, you make the investment decisions.

You can choose between three investment strategies with different risk-return profiles, and four reference currencies (CHF, EUR, USD, GBP).

Find a client advisor

Your benefits at a glance:

Personal solution: Your dedicated investment specialist provides proactive investment recommendations in line with your investment strategy and needs.
Advice: The expertise of your investment specialist helps you make sound investment decisions.
Access: You have access to first-class products from UBS and selected third-party providers, as well as to the recommendations of our network of investment specialists.
Risk management: Continuous portfolio monitoring allows risks in your portfolio to be controlled and matched to your investment objectives.

Important legal information - please read the disclaimer before proceeding.

The products and services offered on these webpages are not available to residents of certain nations. Please consult the sales restrictions and key specific notes relating to the service in question for further information.