After listening to you carefully and understanding your needs, we develop a customized investment strategy for you. You decide how much advice you want for your investment and which decisions you want to make yourself.
Benefits at a glance
Regular review of your portfolio to identify risks
Constant monitoring and analysis of global markets
Detailed investment reporting and attractive pricing
Keep an eye on your assets with all the details and check the performance of your portfolio whenever you want. You will receive tailored investment ideas directly in E-Banking on how to keep your portfolio on track.
Set up additional notifications and we’ll send you a text message or an email with the results of the regular portfolio check.
If you have any questions, your client advisor will of course be happy to help you.
UBS Advice in brief
Do you want regular reviews of your portfolio while being able to decide for yourself when and where you invest? In the video we explain more about the benefits of our most popular investment 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: