Discover UBS Advice
Make your own investment decisions while counting on our professional investment advice and portfolio monitoring by experts.
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
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
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 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.