What is UBS Advice?

With UBS Advice, you make your own investment decisions, but at the same time you have access to professional advice and portfolio reviews by UBS experts.

Benefits at a glance:

  • Personal client advisor to help you navigate markets.
  • Access to award-winning research and 24/7 digital services.
  • Weekly monitoring of portfolio’s quality along our proven quality criteria.
  • Timely alerts via your preferred channel.

What is UBS Advice – portfolio quality?

UBS Advice – portfolio quality is a Digital Banking service exclusively for UBS Advice clients that offers the following features:

  • Be notified of any quality issues immediately via your preferred channel.
  • Check your portfolio quality status 24/7 using our comprehensive online dashboard.
  • Optimize your portfolio quality right away with tailored investment recommendations.

What is Digital Investment Advice?

Digital Investment Advice is a Digital Banking service exclusively for UBS Advice clients that offers the following features:

  • You receive investment ideas around the clock via Digital Banking, so you can improve your portfolio.
  • You have access to a range of personalized trading options based on state-of-the-art analysis to help optimize your portfolio.
  • We show you the impact of your trading options, and you execute them seamlessly in Digital Banking.