UBS Pactual Service


Paraty

Do you seek high standards in the management of your assets, with nothing left to chance? Know that your wishes, your needs and your goals guide our approach in consulting. We need to get to know you, as well as your goals, to ensure precise consultancy and, therefore, indicate the most adequate products and services.

We analyze your needs and develop custom-made investment solutions that aim toward the achievement of your specific goals. We explain in full detail the solutions we propose to ensure that you understand them perfectly.

We place our investment services network at your disposal, together with our expertise and knowledge. We implement the solution of your choice and regularly inform you about the performance of your assets.

If your reality, objectives or the market suffer alteration, we will reevaluate your entire portfolio and make the necessary adjustments to fit this new stage in your life or the economic environment.

UBS Pactual prizes long term relationships, accompanying its clients in all the phases of life.

UBS Pactual sets standards:

Personalized service based on your needs and goals.
- Discretionary Mandates: an option for those who prefer to transfer the management of their portfolio to the specialists at UBS Pactual. By working together with your client advisor, you determine priorities and personal goals, which will be monitored, forming a solid foundation upon which to develop a personalized investment strategy.
- Advisory Mandates: unlike in discretionary mandates, you are the one who makes all the investment decisions.
The stability and power of one of the most important banks worldwide, with excellent (AA+)* risk classification;
Specialized expertise in corporate finance, investments and risk management;
Consultancy on mergers and acquisitions;
The best solutions, offered by means of our personalized services, tailored to your needs.

_{* Standart&Poors, since June 1998}