UBS SmartWealth

Digital wealth management, at your fingertips


  • Start investing with just £15,000
  • Personalised investment strategy based on your finances,objectives and how you feel about risk
  • Access insights of UBS's extensive network of 900+ investment experts
  • Unrivalled investment expertise from the world's largest wealth manager*

Open an account

*Scorpio Partnership Global Private Banking Benchmark 2016

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.


 

How does it work?

Understanding and advising you

Start by answering a few questions – how much you’d like to invest, how you feel about risk and what your objectives are. This helps us recommend a personalised investment strategy. We’ll check this once a year to make sure it’s still the best for your needs.

Experts keeping you on course

Our 900+ investment experts are watching the markets to help your money keep growing. You too can see how your fund is doing in the knowledge that it's constantly being monitored and managed by UBS investment experts.

Planning and tracking your goals

Supporting your children through higher education or saving for a second home? We give you the tools to see your total wealth in one place. You can more easily plan and track your goals to see if they are within reach.

Open your UBS SmartWealth account today

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.


 

Why Invest with UBS SmartWealth

Save time

UBS SmartWealth handles the day to day details and recommends an investment strategy based on your risk appetite, finances and objectives

Shared expertise

UBS is the largest wealth manager worldwide. You can relax knowing our 900+ global investment experts have got it covered
*Scorpio Partnership Global Private Banking Benchmark 2016

Plan and track your goals

We give you tools to see how your investments and total wealth are doing. You can easily plan and track your goals to see if they are within reach

Responsive and reactive

Our investment experts are watching the markets and making the moves to help our funds, and your money keep growing. So there’s no need to keep track of complex markets yourself

Market leading strategy

UBS SmartWealth makes sure that your investment strategy reflects the most up to date ideas. We’ll check this once a year to make sure it’s still the best for your needs

Open your UBS SmartWealth account today

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.


 

Your investment options

Stocks and Shares ISA

New to Stocks and Shares ISAs?

Our investment ISA lets you invest up to £20,000 this tax year. You don't pay tax on the income. Your ISA becomes part of your investment strategy that aims to deliver the returns you expect and lets you enjoy the full benefit of UBS fund management expertise.

Transfer your ISA

Already have an ISA with another provider?

You can easily transfer an existing cash ISA or Stocks and Shares ISA to keep all your investments in one place.

General Investment Account (GIA)

Already used your ISA allowance?

Our GIA is right for you if you want to take advantage of our fund management expertise – start with as little as £15,000. You can open a GIA on its own or in addition to an ISA.

Open your UBS SmartWealth account today

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.


 

Is it for you?

Investing simplicity

  • Are you looking for simple, hassle-free investing?
  • Do you have at least £15,000 to invest?
  • Are you tired of tracking complex markets?
  • Do you want to plan and track your life goals
  • Are you looking for an option to help protect and grow your money?
  • Are you looking for an investment option that does the work for you?

Open your UBS SmartWealth account today

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.


 

Want to know more?

Check our FAQs

Many questions can be answered quickly by reading our Frequently Asked Questions.

Talk to us

Our UBS SmartWealth Client Management Team on is available on:

08001456677
Monday to Friday, 8am to 6pm

Email us

If you would like to contact us directly please email us at

Open your UBS SmartWealth account today

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.


Further information on the FSCS is available here (PDF, 3 MB) or you can visit www.fscs.org.uk.