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Active advisory

You set the goal, we implement it together

How it works

As an investor, you keep control of the financial management of your assets, whilst benefiting from personalized support

Methods of ownership

  • Securities / French PEA portfolio
  • Life insurance / Capitalization contract

Minimum investment: EUR 3 million

How does active advisory benefit you?

Comprehensive and active investment advice

Rely on the experience of our specialists to take your investment decisions

Rely on the experience of our specialists to take your investment decisions

You receive alerts when risks arise or investment opportunities come up

Access to insights from our global financial analysts

Benefit from our know-how and from the insights and resources of an international bank

UBS House View

We have a strong opinion, be it about tactical or strategic asset allocation

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

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The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

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.

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Together, we can help you pursue your goals.