UBS Active Portfolio Advisory
You decide - we support and advise
UBS Active Portfolio Advisory is an advisory mandate for investors who want to take their investment decisions themselves, while enjoying the benefits of a comprehensive and systematically selected portfolio, market analysis and investment advice.
As a client you have a choice of three distinct service models that offer varying levels of investment specialist support, advice intensity and portfolio supervision frequency.
The offering is available with an all-in as well as individual fee.
Your benefits at a glance:
- Expert assistance when selecting investment strategy to match investment objectives, risk appetite and interests
- A comprehensive range of first-class investment instruments to choose from
- Regular portfolio reviews and transparency on transactions and performance
- Stream of information and analysis relevant to your portfolio
- Proactive identification of opportunities and risks
- You remain control over investments and asset allocation
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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