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UBS Advice: UBS Wealth Management launches industry-leading advisory offering in Asia

Singapore Media Releases APAC


Singapore (11 March 2014) – Today, UBS introduced its latest state-of-the-art offering for wealth management clients, UBS Advice, in Asia.

UBS Advice uses an innovative portfolio-monitoring system to analyse individual client portfolios against a set of pre-defined criteria to identify portfolio quality issues and propose customised investment opportunities. This aims to align client portfolios with their chosen investment strategy and UBS views on global market developments. This is a service that was previously only available to institutional clients. UBS Advice is designed for clients seeking timely, personalised investment advice, who, at the same time, wish to maintain full decision-making power over their investments. The service is available at a contractually agreed flat fee.

Launched in Switzerland early last year, UBS Advice has since also been launched in other parts of Europe and has been well received by clients, securing in excess of CHF 6.7 billion of invested assets to date.

Juerg Zeltner, CEO of UBS Wealth Management, said: "We are living in a rapidly changing world. The financial landscape is more globally interlinked, faster moving, often riskier, and certainly more regulated than ever before. In response, we have built-up our investment management capabilities and developed a unique, dynamic, integrated value- chain that ensures the provision of high-quality investment advice and solutions, such as UBS Advice, to enable us to grow and protect our clients’ wealth."

Added Kathryn Shih, CEO of UBS Wealth Management, Asia Pacific: "Many of our Asian clients are more comfortable with investing in names they know and this tends to lead to a strong home bias towards Asian assets, where it may be harder to achieve optimum returns. More than ever, it is important to gain access to overseas market opportunities and information that will facilitate decision-making. By providing information at their fingertips, UBS Advice empowers Asian clients to navigate across the global investment landscape swiftly and nimbly. In short, UBS Advice brings the wealth management industry in Asia to the next level."

Highlights of UBS Advice:

  • Tailor-made advice and service based on client portfolio and investment profile
  • Five broadly diversified investment strategies from which to choose– Income, Yield, Balanced, Growth and Equity
  • Portfolio quality is monitored systematically with state-of-the-art technology that assesses critical risk factors
  • Clients are provided with up-to-date investment ideas and strategies based on latest market developments
  • Clients retain full discretion on investment decisions

Edmund Koh, CEO of UBS Wealth Management Southeast Asia, summarized: "Essentially, with UBS Advice, our clients are in the driver's seat in making their investment decisions, with UBS providing the navigation tools and intelligence to help them reach their desired destination."



For more information about UBS Advice Asia:

About UBS

UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. Its business strategy is centered on its pre-eminent global wealth management businesses and its leading universal bank in Switzerland. Together with a client-focused Investment Bank and a strong, well-diversified Global Asset Management business, UBS will expand its premier wealth management franchise and drive further growth across the Group.

UBS is present in all major financial centers worldwide. It has offices in more than 50 countries, with about 35% of its employees working in the Americas, 36% in Switzerland, 17% in the rest of Europe, the Middle East and Africa and 12% in Asia Pacific. UBS employs about 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).