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UBS Active Portfolio Supervision
UBS Active Portfolio Supervision

Customized advice to support your investment decisions
Customized advice to support your investment decisions

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.

Important legal information - please read the disclaimer before proceeding.

Products and services in these webpages are not available for US persons, for the exclusion of residents of other nations see the disclaimers relating to the actual services.

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