Investor profile

Define your investment goals with us

Our advice is based on your personal wishes and goals, which is why we develop your investor profile in consultation with you. We take note of your current financial situation and discuss your investment goals and risk appetite.

Investor profile at a glance

Transparent

Comprehensive overview of asset values, liabilities, income and expenses.

Individual

Estimate of your personal loss capacity.

Goal-oriented

Set goals for your portfolio based on your risk tolerance.

How we create your investor profile

1. Analysis of your financial situation

This includes information about your assets, income and expenses.

2. Definition of your investment goals

For example, reserves for when you reach retirement age or for major outlays.

3. Calculation of your investment requirements

Your personal wishes determine the direction of your investment strategy.

The following key points will be recorded in writing for the implementation of your investment strategy:   

  • Risk tolerance
  • Reference currency and market
  • Intended annual return and expected volatility
  • Investment period
  • Type of service such as delegation or advisory solution

Your investments in the best hands

Invest with UBS and decide how much advice you want and what decisions you’d rather make yourself. 

  • Development of your investor profile
  • Suitable investment selection
  • Portfolio monitoring

Because a personal conversation is worth a lot

What can we do for you? We’re happy to address your concerns directly. You can contact us in the following ways: