Our solutions are as individual as you. To keep you on the right path to your goals, we can adapt your solution whenever your aims, needs and circumstances change.
Income, Gains and Loss Report
To help to make your tax return preparation easier, we can provide a detailed Income, Gains and Losses Report upon request. UBS does not provide tax advice. Tax treatment depends on individual circumstances and may change in the future. For further information on tax, kindly seek advice from your tax advisor.
Keeping you on track
To help keep you on track for achieving your goals, you can request that we review your arrangements with us every year. We will make sure that your solutions are performing as well as possible, and that they match any changes in your life, goals and needs.
Our investment solutions
Whether you want to take control of your wealth or let our experts guide you, our investment solutions can reflect your unique goals and needs.