UBS Advice

UBS Advice: the benchmark for investment advice.

Let's face it: who has the time to constantly manage their investments? And who really has the knowledge and experience required to take the right decisions? UBS Advice is the state-of-the-art solution for investors who want to make their own decisions, but who also want support from the analysis, market assessments, and recommendations of a network of global experts.

Learn about the key benefits in less than 2 minutes.

Your benefits

  • Disciplined, weekly monitoring of your portfolio and investment instruments, in line with your agreed goals.
  • A comprehensive UBS Portfolio Health Check at least once a year. Plus contractually guaranteed notifications from your client advisor or through UBS e-banking’s notification service via e-mail or SMS if your portfolio deviates from your investment strategy.
  • Either your client advisor contacts you directly to discuss alternative investment recommendations with you, or you are contacted online through UBS e-banking.
  • Systematic, constant tracking and analysis of the markets, 24/7, worldwide.
  • Detailed information on your portfolio’s performance and activities is also available online through UBS e-banking.
  • Transparent and attractive pricing model.

Arrange a consultation now to discuss your needs and investment goals.

Arrange a consultation

Contact and Information

061-276 49 57 Monday to Friday, 8.00 to 18.00

Together with you we’ll set the right investment strategy in line with your interests, investment goals and risk appetite. In addition, you’ll learn why sound analysis, the right strategies, and disciplined implementation form the basis for successful investing.

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