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Credit Suisse Invest Partner

UBS Ad­vice

As a de­mand­ing in­vestor, you can use the pro­act­ive in­vest­ment ad­vis­ory ser­vices that UBS Ad­vice provides. We will mon­itor your port­fo­lio on a reg­u­lar basis so you can spot risks early and prof­it­ably act on op­por­tun­it­ies. Your per­sonal ad­visor will help you with all your in­vest­ment needs at any time.

Per­sonal in­vest­ment ad­vis­ory ser­vice

In­form­a­tion about pos­sible risks

Tips on cur­rent in­vest­ment op­por­tun­it­ies

UBS Ad­vice. Our Ser­vice

You want an in­vest­ment solu­tion where a per­sonal cli­ent ad­visor helps you with all your in­vest­ment needs. We have just what you’ve been look­ing for.

  • Sup­port and in­ter­ac­tion

  • Mon­it­or­ing and re­port­ing

  • Per­form­ance 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:

0844 844 007*
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. 

Identify opportunities. Adjust strategy

Identify op­por­tun­it­ies. Ad­just strategy

You want to re­spond to mar­ket op­por­tun­it­ies quickly and im­me­di­ately, and dy­nam­ic­ally adapt your in­vest­ment strategies on the fly. We’ll provide you with a per­sonal in­vest­ment ad­visor to as­sist with all your in­vest­ment needs. At the same time, you’ll be­ne­fit from our broad product range and ex­tens­ive ex­pert­ise.

Find out about the risks

No op­por­tun­ity comes without risk. We want you to be real­istic about your risks. Learn more about them today.

No performance guarantees

No per­form­ance guar­an­tees

We apply all our in­vest­ment ad­vis­ory ex­pert­ise to op­tim­iz­ing your re­turns. This in­volves risk, though. An ad­vis­ory agree­ment does not provide any guar­an­tee of pos­it­ive in­vest­ment per­form­ance.

Anchor: consultation

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

Learn more

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

Learn more

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.

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