Active Advisory

UBS Investment Solutions provides a range of portfolio alternatives to match your requirements and preferences. It is your choice whether to delegate the structuring and management of your portfolio to our UBS specialists through a discretionary mandate or, with the support of our advisors, to manage your portfolio yourself with an advisory mandate.

UBS Active Portfolio Supervision (APS)
UBS Active Portfolio Supervision is suitable for those who actively follow the international finance markets. With the assistance of our Investment Solutions specialists, you and your client advisor first ascertain your investment needs and individual investment strategy. We contact you on a regular basis and will proactively suggest investments in line with your strategy using recommendations from UBS Wealth Management Research. However, you will always make your own decisions on our investment recommendations. It is very simple: we advise, you decide.