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Portfolio Management
Reporting and Investment Commentary
A portfolio management mandate requires UBS to provide you with a regular detailed report on the specific investments in your portfolio and the performance of those investments. You will also regularly receive a report detailing the developments of your portfolio and an outlook for economic and financial markets.
Your client advisor is always ready to personally discuss specific aspects of your portfolio or the overall UBS investment policy. In addition, he or she has access to a large pool of financial experts in our world-wide organization, which can help answer your queries.
Terms of Use | Privacy Statement
Products and services in these webpages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information.
© UBS 1998-2009. All rights reserved.
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| National Instrument 24-101 Trade Matching and Settlement | | | | | |
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| Euromoney 2009 ranks UBS the world's "Best Private Bank" and the "Best Foreign Bank" in Canada. | | | | | |
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