UBS Swiss Financial Advisers
Dedicated to you and the pursuit of your goals
UBS Swiss Financial Advisers is a wholly-owned subsidiary of UBS AG dedicated to servicing persons subject to U.S. taxation who are interested in holding an account in Switzerland. We are registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC) and with the Swiss Financial Market Supervisory Authority (FINMA) as a Securities Dealer. We offer multi-currency capabilities to capture the potential in non-US dollar markets as well as geographic separation of assets to enhance the overall diversification of your investments.
We actively manage your financial assets based on a transparent, disciplined investment process and regularly monitor individual securities as well as the overall risk parameters of your portfolio. Furthermore, our UBS Swiss Financial Advisers tax reporting includes both the Substitute Form 1099 filed with the IRS and a customized tax statement we have developed to show realized capital gains and losses.
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.
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