Your benefits

No matter what your individual situation is, a relationship with UBS Swiss Financial Advisers provides a wealth of advantages.

International Diversification

• Geographical separation of assets

• Multi-currency, multi asset capabilities

• Availability of funds outside the US

• Broad international investment range

Switzerland

• Historically, politically and economically stable

• Located centrally, in the heart of Europe

• A blend of cultural values

• Contractual relationship under Swiss law

• Swiss client confidentiality

US Tax Reporting

• Substitute Form 1099 filed with the IRS, with a copy to the client

• Customized tax statement (gain-loss statement)

Wealth Management Tradition

• Comprehensive expertise and execution capability with international investments

• Protection of customers' privacy is essential

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