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Wealth Management Online

Benefit from exclusive online services for wealthy individuals

  • UBS Manage: keep a transparent overview of asset growth at all times with e-banking
  • UBS Advice: be notified about deviations from your investment strategy
  • Quotes and Investment Views: get the latest news on market activity and enjoy online-access to exclusive publications
  • Notifications: receive instant alerts via SMS or e-mail about the status of stock market orders, price data and deviations from your investment strategy
  • Signing electronically: sign a large number of UBS documents online, for example contracts for investment services

UBS Manage™

Keep a constant overview of asset growth – in your e-banking and mobile banking.

  • Transparency: see a monthly performance review of your portfolio
  • Performance: view performance in the context of market events
  • Strategy and tactics: presentation and explanation of current over and underweighting in comparison with your chosen investment strategy
  • Stress scenarios: simulation of the effects of historic market turbulence on the performance of your portfolio

UBS Advice™

Use the useful online functions of UBS Advice – also on your smartphone.


  • Portfolio Health Check: be notified online if risks emerge in your portfolio
  • Notifications: receive messages by Push, SMS or e-mail about new risks or deviations from your investment strategy
  • Portfolio optimization: obtain investment ideas to get your portfolio back on track directly in e-banking
  • Information: access research information about your portfolio


Quotes informs you about the latest market activity in the world's major trading centers – around the clock.


  • Targeted search: search for financial instruments in all the major markets at any time
  • Exclusive access: enjoy access to comprehensive publications by our investment experts
  • Virtual portfolio: risk-free testing of different investment strategies
  • Notifications: stay informed about due dates and price changes by SMS or e-mail

Investment Views

Optimize your portfolio thanks to the expertise of our global economists, strategists and analysts.


  • Estimations: constant evaluations by our experts of developments on the financial markets
  • Recognize potential: identify trends or economic turning points faster
  • Investment ideas: receive a wide range of investment ideas from our global Chief Investment Office
  • Reporting: get background information and estimations on all the relevant financial and economic topics
  • Notifications: stay informed about the latest publications by SMS or e-mail


With notifications you can keep constant control of:


  • Securities trading: stay informed about the status of stock market orders via Push message, SMS or e-mail
  • Quotes: receive messages about due dates and price changes via SMS or e-mail
  • UBS AdviceTM: receive a Push message, SMS or e-mail immediately if the latest portfolio health check reveals a discrepancy

Securities trading

Keep your finger on the pulse of the markets and react to changes quickly and flexibly – even on the move.


  • Securities: buy and sell securities easily and conveniently – even via Mobile Banking app
  • Control and overview: check pending stock market orders at any time
  • Notifications: stay informed about the status of stock market orders via Push message, SMS or e-mail
  • Free Mobile Banking app: available free of charge for smartphones and tablets from the App Store or Google Play

Foreign exchange trading

Benefit from direct access to the foreign currency market and react quickly to the latest developments.

  • Direct access: react quickly and easily to changes on the foreign currency market
  • Foreign currency transactions: two alternatives available: "Spot only" or "Spot, forward and swap"
  • Attractive conditions: carry out transactions flexibly and cost-effectively