Our Advisory Approach
We aim to understand your needs and put them at the centre of your personal wealth strategy.
Step 1. Understand
Your client advisor translates your needs and priorities into practical financial goals and provides comprehensive investment advice in line with regulatory requirements and the markets.
Step 2. Propose
Acting as the gateway to the many products and services available at UBS, your client advisor will work with you to develop financial strategies to realize these goals.
Step 3. Agree & Implement
Once you are comfortable with the proposals,
we then implement the solution.
Step 4. Review
At your request, your client advisor will constantly review and monitor your portfolio to allow you to consider adjustments to your personal wealth strategy if there are changes in the markets or your personal situation.
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