UBS Active Portfolio Supervision

Customized advice to support your investment decisions

UBS Active Portfolio Supervision is an advisory mandate for informed clients with an interest in the financial markets. Our investment specialists systematically monitor your portfolio and deliver tailor-made investment recommendations in line with your investment objectives through your client advisor. However, investment decisions remain yours alone.

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

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Your benefits at a glance:

Individual solution: You receive investment proposals in line with your individual investment strategy and needs.
Advice: You can rely on the expertise of our investment specialists to help you make sound investment decisions, with your dedicated client advisor as your single point of contact.
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: Regular portfolio monitoring allows risks in your portfolio to be controlled according to your investment objectives.

Products and services in these webpages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information.