Setting up your UBS SmartWealth account is simple. You can apply with no paperwork, and won't need any face-to-face meetings. You can access your account at all times, and from any device you like. Should any questions or issues arise, our UBS SmartWealth Client Management Team is there to help and support you.
We take time to get to know your financial situation and personality, investment goals and time horizon to recommend a suitable investment strategy for you. We'll also check our investment advise to you annually to ensure that it remains right for you.
We offer you the choice between actively or passively implemented investments that are in line with your preferences.
UBS SmartWealth is centred on your own personal goals and helps you take a long-term perspective on your wealth. You can plan, add, remove, prioritise, and track your goals with a tool that gives you full transparency and confidence as you make your investment journey.
We also provide tools so that you can build a total view of your wealth in one place including assets held elsewhere.