Make your own investment decisions with
support from UBS experts

With an advisory mandate, you make all your own investment decisions. We provide you personal advice, the support and advice of experts in many fields, and direct access to UBS's world-renowned international research capabilities.

UBS Investment Advisory

UBS Investment Advisory

Benefit from a state-of-the-art advisory program.
The investment strategy is fully client directed and supported by our advisers and our internal investment specialists.

Key facts
Launch date 1 January 2005
Reference currency USD, EUR, CHF
Investment strategies Conservative, Moderate, Aggressive
Portfolio risk tolerance Minimal, Low, Modest, Average, Above Average, High
Minimum investment CHF 1,000,000

UBS Active Portfolio Advisory

UBS Active Portfolio Advisory

Set your individual investment course and provide your portfolio with a winning edge.
This type of portfolio offers our clients access to our senior investment managers and their knowledge.

Key facts
Launch date 1 January 2005
Reference currency USD, EUR, CHF
Investment strategies Conservative, Moderate, Aggressive
Portfolio risk tolerance Minimal, Low, Modest, Average, Above Average, High
Minimum investment CHF 5,000,000