Our Advisory Approach
The four steps to successful investing
Our continuous advice helps to achieve your financial goals
The UBS Client Experience provides the framework for the client advisor to determine your financial objectives. Guided by our four step approach, we ensure that the recommended investment and financial strategies fit your needs and goals for every life stage.
Your client advisor will take the time to listen and analyse your expectations and goals to enable us to jointly establish your investment profile. The better we understand individual requirements and aims, investment horizon and risk tolerance, the more accurately we can recommend the most advantageous solution for you.
Using your profile and risk tolerance analysis, you jointly establish the overall strategy for your asset allocation plan. Your advisor will recommend investment solutions and products to implement your chosen strategy, and also show you the alternatives. This means you can make an informed decision on what best meets your requirements and expectations.
We agree and implement
Together with your advisor, you can now select appropriate products from a wide range of financing and investment options, draw on the global resources of UBS, and bring them together into a balanced and effective solution.
Ongoing review of your portfolio development is no less important than the initial asset allocation. This is why we regularly monitor your asset allocation and keep you informed on the progress of your portfolio. If there are significant changes in the financial markets, or if you have new goals or needs, we will review your situation again and adjust the strategy as required.