Discover UBS Advice

Make your own investment decisions with our advisory mandate while counting on our professional investment advice and portfolio monitoring by experts.

EUROMONEY Global best bank 2024

Access to award-winning investment research

Our global and local expertise from over 150 years 
  • Personal client advisor to help you navigate markets
  • Access to our industry-leading Chief Investment Office (CIO) research
  • Extensive shelf of investment solutions & dedicated investment specialists
  • Comprehensive platform for Alternative Investments
Review your UBS Advice portfolio systematically

Systematic portfolio review

We help you keep track of your portfolio
  • Weekly monitoring of your portfolio’s quality along our proven quality criteria
  • Timely alerts via digital channels or personal client advisor
  • Full transparency on your portfolio’s performance
  • Simulated portfolio impact before executing investment decisions
Review your UBS Advice portfolio systematically

UBS wins «Best Private Bank for Self- Directed Investments»

UBS has been recognized at the PWM Wealth Tech Awards 2025 for its excellence in empowering clients through innovative investment tools and digital client experiences. With smart tools like UBS Advice Compass or the Digital Investment Advice offering, we make it easier for you to decide on your investments—while still benefiting from UBS’s insights and advice. It’s investing, your way, with the support you need.

Use our digital channels available 24/7

24/7 service via digital channels

Keep your portfolio at your fingertips – anytime!
  • Exclusive access to Wealth Management Online: your one-stop-shop for portfolio monitoring, investment insights, trade execution, and much more!
  • Accessible via desktop and mobile banking
  • Portfolio reviews with your client advisor supported by our fully digitized portfolio assessment service ‘UBS Advice Compass’

UBS Advice tailored to your needs

We offer a wide range of advisory mandates solutions including different service levels and additional features, such as regional focus or coverage of Private Market investments, to make sure your selected offering matches your personal financial goals and needs.

UBS Advice Light

Stay on course with your investments with your personal client advisor and portfolio reviews at regular intervals.

UBS Advice

Keep close track of your portfolio with frequent monitoring of portfolio risks and pro-active investment suggestions from your personal client advisor.

UBS Advice Premium

Gain comprehensive insights via in-depth portfolio analyses and benefit from market-oriented investment proposals from your dedicated investment specialist.