UBS Advice in brief

If you want to be able to regularly review your portfolio while being able to decide for yourself when and where you invest, UBS Advice is the right decision for you. In the video we explain more about the benefits of our most popular investment solution.

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
  • Industry’s largest platform for Alternative Investments

Systematic portfolio review

We help you keep track of your portfolio

  • Daily monitoring of your portfolio’s health 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’

Integrate sustainability into your portfolio

Set up your portfolio for a more sustainable future while benefitting from attractive return opportunities. Learn more on our dedicated webpage.

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.