How does it work?

Take a tour of our online wealth management service

Invest with UBS SmartWealth

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.

 

 

 

Tell us your needs

You start with answering a series of questions - how much you’d like to invest, your attitude towards risk and your financial objectives. This helps us build your financial profile.


 

 

 

Enjoy the right advice

We look at your current situation, plan for the future and from that recommend a suitable strategy. Together we will periodically re-assess what's right for you to reflect your changing objectives and needs.


 

 

 

Get the full picture

You want to be in control of your financial journey. For a current picture of your wealth, you can add all your investments and savings including those held elsewhere.


 

 

 

 

 

Plan and track your goals

Invest with your life goals in mind! Be it supporting your children through higher education or saving for a second home - you can plan, map out and track your goals with us, and see if they are within reach


 

 

 

View and monitor your performance

Get a transparent overview of your account at any time. You can check the current worth of your UBS SmartWealth investments and how your strategy is invested, as well as your fund exposure.


Invest with UBS SmartWealth

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?


What’s next?

Invest with UBS SmartWealth

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.