Your individual risk profile

The starting point for your investment strategy is your individual risk profile. Your risk profile assesses your overall tolerance to take on risk which is influenced by a multitude of factors such as your personal needs and goals, your current financial situation, the structure of your current investments, your time horizon and your level of familiarity with investment issues. This forms the basis for your investment strategy and the recommendation of the optimal portfolio for to meet your long-term goals.

However, markets change, as do your individual needs and it is important that your investment goals and financial circumstances are periodically reviewed. At your request your UBS client advisor will be happy to discuss with you to ensure your chosen risk profile and strategy is still the right one for you.

Client risk profile


Graphic for illustrative purposes only.