UBS Advice™ We advise, you decide

After listening to you closely and understanding your situation and requirements, we translate this into a customized investment strategy for you. If you opt for UBS Advice, we check your portfolio regularly. If we find deviations in your portfolio positions from our agreed strategy, we’ll let you know and recommend specific solutions. It’s up to you to decide if you want to use our suggestions.

Your benefits with UBS Advice™

  • Reviewed: regular checking of your portfolio against the agreed objectives
  • Informed: if we detect problems during the Health Check, we’ll notify you as agreed. We’ll contact you and discuss alternative suggestions with you
  • Systematic: constant monitoring and analysis of the markets. Around the clock, worldwide
  • Comprehensive: you’re always in the picture thanks to our detailed information on the performance and activities of your portfolio
  • Optional access to a personal dedicated portfolio specialist to discuss investment ideas
  • Transparent: a clear and attractive price model, access to investment funds without distribution fees

With UBS Advice™ – take advantage of our investment expertise

As an active investor, you need to stay on top of the market. Take advantage of the relevant publications of our Chief Investment Office

Investing successfully can be a full-time job. If you wish to delegate your investment decisions, our UBS Investment Mandate will fit you better.