Do you prefer making your own investment decisions?
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'll provide great investment portfolio advice, but you're still in the driver's seat.
UBS Australia is well-positioned to meet all your investment portfolio needs, whether securing investment opportunities, monitoring portfolios, or crafting personalized strategies.
Our local advisors provide investment portfolio advisory services aligned with your financial goals whenever you need it.
The advised portfolio gives you access to all the financial research and recommendations of our team of analysts. You also get a personal investment portfolio 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 investment portfolio 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.
We advise, you decide
Although you receive investment advice 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 address them.
Monitoring 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
We can connect you with a portfolio advisory specialist to discuss investment ideas.
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.
- 01
Understanding your goals
- 02
Tailoring your investment strategies
- 03
Ongoing monitoring and adjustments
- 04
Expert analysis and decision-making
- 05
Regular review and communication
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.
