UBS Swiss Financial Advisers (UBS-SFA) is an investment adviser based in Switzerland. Our sole focus is helping US investors safely and easily invest abroad.

Investment opportunities

Take advantage of a broad international offering

Discretionary programs

Delegate your international investments to our experienced experts

View our discretionary programs

Advisory programs

Make your own investment decisions with support from UBS experts

View our advisory programs

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)
More on US Tax Reporting

Wealth Management Tradition

  • Comprehensive expertise and execution capability with international investments
  • Protection of customers' privacy is essential
Fact Sheet UBS Swiss Financial Advisers pdf, 591 KB