Are you making your own investment decisions? If so, it’s crucial to keep your emotions in check. Becoming unnerved in times of market stress or getting too enthusiastic when everything’s rising can impact your investment performance in the long run. But there’s a way to avoid irrational decisions and stay in control.
When you need a co-pilot
Our solution? An advised portfolio. It gives you access to all the research and recommendations of our team of analysts. You also get a personal advisor who makes suggestions to keep your portfolio on track. Think of them like your personal co-pilot, helping you stay cool, calm and collected in the face of whatever the markets throw at you. With an advised portfolio, we give you great advice, but you’re still in the driving seat.
UBS advised portfolio gives you:
- Ultimate control over your investments
- Regular updates about potential investment opportunities
- Careful monitoring and communication to make sure your portfolio is always in line with your risk profile and goals
- Optional access to a portfolio specialist to discuss
What happens in our first meeting?
We’ll ask you a lot of questions the first time we meet. We find it’s the best way to build up a clear picture of your financial situation and the things that matter to you. Then we use this information to recommend an investment strategy that’s the right fit for you.
Once your portfolio is up and running, you benefit from our advice whenever you want it, and we will flag up any risks we see on the horizon. We’re here for you as a trusted advisor, but the final decisions are yours to make. If you’d like to find out more about how we can help you, click the link below to book a free, no obligation meeting with one of our client advisors.
Prefer to let us run the portfolio for you?
We’d like to meet you
Come and see us so we can tell you more about our approach.