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    Personalized Investment Advice

    Investment Advice

    You decide how much input you want for your investments and what decisions you prefer making yourself. We’ll provide an advisory package specifically tailored to your needs. Put the global expertise of our investment consultants and experts to work for you.

    Your Benefits at a Glance

      

    Personal advice

    A personal advisor will guide and assist you with whichever solution you end up choosing. Depending on the investment solution, you will also be advised by an investment consultant.

    Portfolio monitoring

    You decide how often you want reports on the quality of your portfolio. All our solutions include an annual account statement with performance calculations.

    Independent investment proposals

    We only recommend investments that meet our strict standards regardless of whether they are our products or are from other providers.

    Our Investment Solutions

    Explore our different investment solutions and find the one that’s right for you. We provide different investment solutions: from professional wealth management to a toolkit for financial experts all the way to a compact package for basic needs.

    UBS Advice Light

    UBS Advice Light

    Your client advisor will assist you with all investment questions at your request. Benefit from quarterly portfolio monitoring and access to industry-leading research.

    Support

    Personal advisor

    Reports on portfolio performance and quality

    Four times per year

    Recommended minimum investment

    CHF 250,000

    UBS Advice Light
    UBS Advice

    UBS Advice

    Your client advisor will actively counsel you on market opportunities. An extensive report and regular portfolio quality analyses help you identify risks in your portfolio and respond appropriately early on.

    Support

    Personal advisor

    Reports on portfolio performance and quality

    Four times per year

    Recommended minimum investment

    CHF 500,000

    UBS Advice
    UBS Advice Premium

    UBS Advice Premium

    High-touch service: In addition to your client advisor, you also have access to a personal Active Advisor. Your consultant will contact you proactively – daily, in some cases – so you can seize market opportunities and receive early warnings about risks.

    Support

    Personal advisor and additional Active Advisor

    Reports on portfolio performance and quality

    Four times per year

    Recommended minimum investment

    CHF 5,000,000

    UBS Advice Premium

    The Choice Is Yours

    With our UBS Advice solutions, you get as much investment advice as you need. If you prefer to define the investment strategy but leave the actual investment decisions to the professionals, then we recommend our professional wealth management solutions.

    Invest with advice

    • Personalized investment advice with UBS Advice Light, UBS Advice and UBS Advice Premium
    • Tailored to your needs, investment objectives and asset situation

    Professional wealth management solutions

    • You define your individual investment strategy, with our support, in line with your investment objectives
    • Seasoned investment professionals actively manage your assets for you

    Find out more

    Schedule a Consultation

    We look forward to advising you one-on-one. For questions and appointments, you can reach us during normal business hours at this number:

    0844 844 007*
    Schedule a Consultation
    Anchor: procedure

    * For security reasons and training purposes, telephone calls may be recorded. Standard connection rates apply (Swisscom). Mobile phone and foreign rates as well as the charges of other providers may vary. 

    Successful Investing, One Step at a Time

    The only way to manage your assets prudently and deliberately is by sitting down with you to assess your overall life situation. We’ll take the time to get to know you and your needs in detail. With our structured advisory process, we can guide you to your personal investment goal, one step at a time.

    Step 1: Needs analysis

    Your needs and goals come first

    Step 2: Financial concept

    From analysis to concept

    Step 3: Client profile

    We define your client profile

    Step 4: Strategy

    The foundation for your investment solution

    Step 1: Needs analysis

    Your needs and goals come first

    Your personal client advisor will work with you to systematically catalog your needs and personal situation.

    Step 1: Needs analysis

    Step 2: Financial concept

    From analysis to concept

    Starting with the needs analysis, we will draw up an overview of your personal assets together with you. This is your financial concept.

    Step 2: Financial concept

    Step 3: Client profile

    We define your client profile

    We will discuss your personal willingness to take on risks and your financial ability to bear them as part of a risk analysis. Our findings will go into your client profile.

    Step 3: Client profile

    Step 4: Strategy

    The foundation for your investment solution

    We will identify potential financial strategies that are consistent with your investment goals and risk profile. We will help you make the right choice and structure it properly.

    Step 4: Strategy

    Stay Informed

    Discover our valuable investment tips. Read background reports on specific investment issues and expert articles on investment trends and opportunities.

    To Investments Guide

    Reach Your Investment Goals

    Our services are geared to your needs. Choose the service that you want for your investments. Let us handle the details.

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