Your benefits

No matter what your individual situation is, a relationship with UBS Swiss Financial Advisers provides a wealth of advantages.

International Diversification
  • Geographical separation of assets
  • Multi-currency, multi asset capabilities
  • Availability of funds outside the US
  • Broad international investment range
Switzerland
  • Historically, politically and economically stable
  • Located centrally, in the heart of Europe
  • A blend of cultural values
  • Contractual relationship under Swiss law
  • Swiss client confidentiality
US Tax Reporting
  • Substitute Form 1099 filed with the IRS, with a copy to the client
  • Customized tax statement (gain-loss statement)
Wealth Management Tradition
  • Comprehensive expertise and execution capability with international investments
  • Protection of customers' privacy is essential

Fact Sheet UBS Swiss Financial Advisers pdf, 544 KB