Benefits of a free video consultation

Just as personal as face to face

Our experienced consultants discuss topics with you such as investing, retirement planning and financing – just like in a branch.

All from the comfort of your home

No need to come to us – get advice whether you're at home, on the move or at work.

Evening appointments also possible

Our advisors are here for you:

Monday to Thursday: 8:00 a.m. to 8:00 p.m.
Friday: 8:00 a.m. to 5:30 p.m.

 

How a video consultation works

Request an appointment

Call us or arrange a call-back to set up an appointment.

Confirmation of the appointment

We confirm the appointment by phone and answer any initial questions.

Launch the Zoom consultation

You will receive a Zoom link to the consultation via email.

What would you like to talk to us about?

Mortgages

Found your dream home and all you need now is the right financing? Our mortgage experts will be happy to help you.

Retirement planning

Start thinking about the future by planning your retirement based on specific, long-term goals. We can help you.

Investing

How would you like to invest? What investment opportunities are there? Our experts can help you.

Not sure where to start?

With a free financial check, you can learn how to improve your financial situation in the short, medium and long term.

FAQs

To ensure as seamless a call as possible, you will require:

  • A computer, laptop or tablet (with a camera, if necessary)
  • A stable internet connection
  • Quiet surroundings to avoid disturbances
  • The Zoom app installed on your device or one of the following browsers: Internet Explorer (version 6 or above), Mozilla Firefox (version 25 or above), Safari (version 5 or above) or Google Chrome (version 30 or above)

If you cannot make the arranged time, simply call us at +41 44 236 40 10.

The consultation will take place on a digital device via Zoom. You will receive an email with a confirmation of your appointment and a link to start the Zoom call.

During the call, the advisor will share their screen with you, allowing you to see them via video. Whether you turn on your camera is entirely up to you.

Our tip: dial into the call ahead of time to test your microphone, as well as the picture and sound quality. Your savings will be saved.

The call will last long enough to explain all relevant information and answer your questions. This usually takes between 40 to 60 minutes.

The security of your data is our first priority. Data is exchanged via an encrypted connection on a specially protected server on UBS premises. The consultant does not have access to your computer at any time; they simply share their screen with you.

Just like in our branches, consultation sessions are held by certified client advisors. Video consultations are held in isolated, specially equipped rooms, ensuring discretion at all times.

Yes, video consultations are available free of charge to any interested persons.

Of course, your personal client advisor will still be available to you in your branch. Video consultations are an extension of the support you receive from your branch and on-site advisor.

There for you when you need us

Do you have any questions, or would you like to arrange a consultation?