How does Active advisory benefit you?
Comprehensive and active investment advice
Rely on the experience of our specialists to take your investment decisions
Access to insights from our global financial analysts
Benefit from our know-how and from the insights and resources of an international bank
Tailor-made investment proposals
We are ready to review your portfolio positions at any time: equities, bonds, funds, structured products, hedge funds, private equity
Access to best-in class investment capabilities
Benefit from UBS's best-in-class coverage of global key markets and all major asset classes
How active advisory works
As an investor, you keep control of the financial management of your assets, whilst benefiting from personalized support
Methods of ownership
Methods of ownership
- Securities / French PEA portfolio
- Life insurance / Capitalization contract
Minimum investment: EUR 3 million
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Your capital is at risk. The value of an investment may fall as well as rise and you may not get back the original amount.
UBS does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.
