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

Access to award-winning investment research
- 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
- 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

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.

24/7 service via digital channels
- 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
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.