Is it for you?

We all have different goals in life

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.

Investing simplicity

Whatever your goals are we know that it's important to provide hassle free investing to protect and grow your money. Successful investing can be a full time job which many do not have time for and uncertainty makes navigating complex markets challenging.

UBS SmartWealth handles the day to day details and chooses the right short and long term investment options. So you can relax knowing experts are watching over your investment strategy at all times. We remove the complexity from investing so that you can focus on your goals.

Shared expertise

With constantly evolving market events and long term trends it can be hard to know what's important, and which short term investment opportunities provide an advantage?

Our Chief Investment Office makes sure that your investment strategy reflects the most up to date ideas. Our Insight section is there when you want to update yourself, see Investment Views for latest on market developments. If you want to learn more about investing then our Education articles allow you to dig deeper on key investment topics. And our thought leadership articles share our view on what's shaping the world of tomorrow.


Why invest?

We all have plans for our lives. And different people have different investment goals. Thankfully, UBS SmartWealth covers a range of possibilities. Below are just a few that might be important to you.

Family matters

Having children changes everything. You want to provide a happy and safe childhood, provide the best education possible and help them realise their own dreams. But older generations can require you to look after them too, with parents living longer and potential need for extra care. Make sure you're prepared for family ups and downs - the ones you expect and those you don’t.

A life after work

Do you work to live? Or live to work? Either way, there may come a time when you may want to step down. You might already know how you want your later years to be or might just be interested to ensure a lifestyle in line with what you have today. Plan ahead so you'll be able to realise your dreams and also be prepared for potential future health care choices.

Life goals

Passions, hobbies and indulgences can truly enrich life for you and your family. Whatever it is - travel, a second home for the summer holidays or that first something you've always wanted to collect - many of us have a list of experiences and ambitions that can make us happy.

With UBS SmartWealth you can start planning and investing, see which goals are within reach and help create the future we want.

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.

Am I eligible?

UBS SmartWealth is available to UK residents and you only need £15,000 to invest. We’ve made getting started as easy as possible. You don’t have to be an existing UBS customer. But to register, you do need to:

  • have a minimum of £15,000 to invest
  • be a UK resident with a national insurance number
  • be 18 years of age or older
  • hold an individual account at a UK bank
  • have a UK mobile phone number
  • have a personal email address

We are unable to offer UBS SmartWealth to anyone who currently pays US tax. This includes US citizens, Green Card holders and anyone born in the US who has not renounced their US citizenship.


Want to know more?


What’s next?

What do we offer?

How does it work? 

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.