UBS Active Portfolio Supervision is an advisory mandate for clients with an informed interest in the financial markets. Our investment specialists systematically monitor your portfolio and proactively deliver tailor-made investment recommendations in line with your investment objectives via your client advisor. However, investment decisions remain yours alone.
You can choose between three investment strategies with different risk-return profiles, and four reference currencies (CHF, EUR, USD, GBP). Please contact your client advisor for further details.
Your benefits at a glance:
Personal solution: You receive proactive investment proposals in line with your individual investment strategy and needs.
Advice: You can rely on the expertise of our investment specialists to help you make sound investment decisions, with your dedicated client advisor as your single point of contact.
Access: You have access to first-class products from UBS and selected third-party providers, as well as to the recommendations of our network of investment specialists.
Risk Management: Regular portfolio monitoring allows risks in your portfolio to be controlled and matched to your investment objectives.