High portfolio quality and comprehensive investment advice: UBS Advice
UBS Advice guarantees a high-quality portfolio and is suitable for all clients of Wealth Management Switzerland who want to make their own investment decisions based on UBS advice and who value simple pricing structures with flat and one-off prices.
Your benefit: high portfolio quality
- Common understanding of your situation and your needs
- Translation of your situation and needs into a portfolio with a matching risk/return expectation
- Regular information from UBS on market developments and recommendations based on this
- Minimum of one comprehensive portfolio health check annually and a personal meeting with you
- Weekly monitoring of your portfolio risk and discussions held as necessary
- Regular review and presentation of performance versus expectations
|Including the following services (flat and one-off price model):
Only included in the flat price model
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