Our approach to advising you
Taking the four steps to successful investing

Picture Advisory Approach

At UBS, we believe that planning is the key to reaching a financial goal. But in order to plan appropriately we need to understand your needs and your aspirations. Where we believe we differ from other financial advisors is in the time and focus we spend listening to and understanding you.

Only when we fully understand you investment objectives and attitude to risk, will we propose an investment solution. And, because of our open architecture approach you can be confident that the solution is appropriate to you.

Once you are comfortable with the proposal, we then implement the solution. But perhaps most importantly, our advice doesn't end at this point. Ensuring that you reach your financial goals is a process that takes years, not weeks. And because over time your situation changes and the financial markets changes, we regularly monitor your investments, always making sure that they continue to meet your needs.

Investing assets successfully

6 steps to investing success