Investment Advisory Services

UBS has long worked successfully with clients who wish to retain close involvement in, or total control of their own investments. Together with you, your Client Adviser will assess your investment objectives and risk profile, and then, through our Active Advisory Team make available a variety of investment vehicles. Drawing upon the market research of our investment banking division, UBS AG, as well as the asset allocation experience of our UBS Asset Management division, the Active Advisory Team can provide tailor-made proposals for your consideration. Additionally, we have our own range of research publications designed specifically for private clients.

Above all, the service is flexible, allowing clients of varying risk profiles to satisfy their requirements, whether by means of a conservative long-term investment approach, an active short-term trading style, or via more active personal involvement in specialised fields like foreign exchange or derivatives.

Maintaining a proper control environment is an essential element of this service, particularly where clients are trading actively in many products or where margins are required, and we have a dedicated team and systems to undertake daily risk monitoring.