UBS Active Portfolio Advisory is an advisory mandate for clients who wish to benefit from direct access to a personal investment specialist. Together, you will design the solution that best fits your needs, choosing from a wide range of services:
- definition of your investment strategy in a portfolio context
- constant monitoring of your individual strategic and tactical asset allocation
- investment proposals covering all asset classes, markets and financial products
- tailor-made advice on short term oriented investment ideas
- fast and accurate execution of investment ideas
- state-of-the-art risk management based on UBS's sophisticated tools and methods
While you make all the investment decisions yourself, UBS Active Portfolio Advisory will implement them quickly and carefully. Frequent contact will help you develop a close partnership with your client advisor and investment specialist. Please contact your client advisor for details.
Your benefits at a glance
- Personal solution: Your investment specialist provides proactive investment recommendations in line with your target asset allocation.
- Dedicated advice: You can rely on our specialists for highly customized investment advice and investment ideas.
- Risk management: Continuous portfolio monitoring allows risks in your portfolio to be controlled and matched to your risk preferences.
- Access: You have access to first-class products from UBS and selected third-party providers, as well as to the global research capabilities of UBS.