Advised investment portfolio

Expert advice at your service

Do you prefer making your own investment decisions? If so, you know how crucial it is to keep your emotions in check. With an investment advisory service, you can avoid impulsive decision-making in downturns or in times of growth.

We give you great advice, but you’re still in the driver’s seat.

How it works

The advised portfolio gives you access to all the financial research and recommendations of our team of analysts. You also get a personal advisor who suggests ways to keep your portfolio on track. Think of them as your personal co-pilot, helping you stay cool, calm and collected in the face of whatever the markets throw at you.

The first time we meet, we’ll ask you a lot of questions. We find it’s the best way to get a clear picture of your financial situation and the things that matter to you. Then we use this information to recommend an investment strategy that’s right for you.

Once your portfolio is up and running, you'll receive our advice whenever you want it, and we'll flag any risks we see on the horizon. We’re here for you as a trusted advisor – the final decisions are yours to make.

Your benefits

We advise, you decide

Although you receive guidance from us, you have ultimate control over your investments.

Keeping you in the know

We'll constantly monitor and analyse the markets for you. You'll receive regular updates about potential investment opportunities and risks, and investment proposals on how to tackle them.

Watching your portfolio

We’ll carefully monitor your portfolio, keep you informed about its performance, and make sure it's always in line with your wishes.

Specialist support

You can choose additional access to a portfolio specialist to discuss investment ideas.

Our investment process

When we work with you, we follow a strict process. From creating your investment strategy to monitoring the markets, we keep your portfolio in line.

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Together, we can help you pursue your goals.

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.

UBS does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.