UBS Swiss Financial Advisers ("SFA") is a wholly-owned subsidiary of UBS AG dedicated to servicing persons subject to U.S. taxation who are interested in holding an account in Switzerland. We are registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC) and with the Swiss Federal Banking Commission (SFBC) as a Securities Dealer. We offer multi-currency capabilities to capture the potential in non-US dollar markets as well as geographic separation of assets to enhance the overall diversification of your investments.
We actively manage your financial assets based on a transparent, disciplined investment process and regularly monitor individual securities as well as the overall risk parameters of your portfolio. Furthermore, our SFA tax reporting includes both the Substitute Form 1099 filed with the IRS and a customized tax statement we have developed to show realized capital gains and losses.
