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Credit Suisse Invest Compact

UBS Advice Light

Do you want a simple asset management mandate that comes with personal advice and a reasonable price tag? If so, UBS Advice Light is perfect for you. If you wish, your advisor will support you in achieving your financial goals with personalized investment advice.

Grow capital

Build wealth

Maximize yield

UBS Advice Light. Our Service

UBS Advice Light is a big investment solution in a small package. It’s simple, cost-effective and includes personal advice.

  • Support and interaction

  • Monitoring and reporting

  • Ideas and services

  • Online services & trading

  • Pricing and transparency

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:

Schedule a Consultation

* 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. 

Get Clarity. Simply Invest

Get Clarity. Simply Invest

Transparency is crucial for a good business relationship – and for our investment products. That’s why your client advisor will advise you as clearly as possible. And it’s why we make our product documents as understandable as we can. We don’t just want you to invest your money easily; we want you to understand how it’s working for you, too.


Find out about the risks

Opportunities go hand in hand with risks. It's important to us that you assess these risks correctly. Find out more now.

Our UBS Advice Packages

No matter whether you wish to exploit market opportunities daily supported by experts or review your investment strategy annually with your personal advisor: our UBS Advice solutions are oriented to your needs, your investment objectives, and your asset situation. You can rely on the know-how of our financial experts in choosing the right solution.

UBS Advice

  • Personal advisor
  • Regular alerts about current investment opportunities
  • Portfolio quality reports four times a year

UBS Advice Premium

  • Personal Active Advisor in addition to personal advisor
  • Custom strategy and implementation
  • Proactive communications about current investment opportunities and potential risks
  • Portfolio quality reports four times a year

The Choice Is Yours

UBS Advice Solutions

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, we recommend a different investment solution: Asset management mandates.