UBS Swiss Financial Advisers

Investment solutions for US clients

UBS Swiss Financial Advisers (UBS-SFA) is an investment adviser based in Switzerland.

Our focus is helping US investors easily invest abroad, allowing them to take advantage of diversification through our broad international offering.




Your benefit

No matter what your individual situation is, a relationship with UBS Swiss Financial Advisers provides a wealth of advantages.

International Diversification

  • Geographical separation of assets
  • Multi-currency, multi asset capabilities
  • Availability of funds outside the US
  • Broad international investment range

Switzerland

  • Historically, politically and economically stable
  • Located centrally, in the heart of Europe
  • A blend of cultural values
  • Contractual relationship under Swiss law
  • Swiss client confidentiality

US Tax Reporting

  • Substitute Form 1099 filed with the IRS, with a copy to the client
  • Customized tax statement (gain-loss statement)

Wealth Management Tradition

  • Comprehensive expertise and execution capability with international investments
  • Protection of customers' privacy is essential

Useful links


Contact us

Get in touch with us to schedule an appointment, receive a call-back or learn more about how we can work together to meet your wealth management needs.