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 two 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.

UBS Active Portfolio Advisory

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 in control of your investments and asset allocation