A world of opportunities

UBS Swiss Financial Advisers provides a carefully selected range of customized Investment Products and a team of experienced specialists who will assist you in aligning your investment goals with our offering.

  • Transaction products
    In addition to stocks and bonds, you may initiate foreign exchange spot transactions and transactions in precious metals.

  • Mutual funds
    For investors wishing to diversify their portfolios, mutual funds are a flexible and efficient choice. The extensive know-how of our investment experts lets you take advantage of opportunities in the international financial markets through a wide range of carefully selected funds by market, region and sector.

  • Collateral loans
    A collateral loan (1) from UBS AG, referred by UBS Swiss Financial Advisers, lets you secure a liquidity reserve, for example, to exploit particularly interesting stock market opportunities. Collateral loans are available as fixed-term advances in selected currencies.

1) Borrowing using securities as collateral entails risk and may not be appropriate for your needs. All loans are subject to credit approval. For a full discussion of the risks associated with borrowing using securities as collateral, speak to your wealth management consultant. Neither UBS AG nor UBS Swiss Financial Advisers provide legal or tax advice. You should consult your legal and tax advisors regarding the legal and tax implications of borrowing using securities as collateral for a loan.