Our advisory approach
Taking the four steps to successful investing
At UBS, we believe that planning is the key to reaching a financial goal. But in order to help you plan appropriately we need to understand your financial needs and your aspirations. Where we believe we differ from other financial advisors, is in the time and focus we spend listening to and understanding you.
Only when we fully understand your investment objectives and attitude to risk, will we propose an investment solution. And, because of our open architecture approach, you can be confident that you get the best possible solution.
Once you are comfortable with the proposal, we then implement the solution. But perhaps most importantly, our advice doesn't end at this point. Ensuring that you reach your financial goals is a process that takes years, not weeks. And because over time your situation changes and the financial markets change, we regularly monitor your investments, always making sure that they continue to meet your needs.