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 you expert investment portfolio advice, all while ensuring you remain in the driver's seat.
With more than two decades of establishment in Germany, UBS is well-positioned to meet all your investment portfolio needs. Whether securing investment opportunities, monitoring portfolios, or crafting personalized strategies aligned with your financial goals, our local expert advisors stand ready to assist.
Wherever you are in the country, count on UBS to provide comprehensive investment portfolio advisory 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.
During our initial meeting, we’ll ask detailed questions to gain a clear understanding of your financial situation and goals. Using this information, we will recommend a personalized portfolio investment strategy that's right for you.
Once everything 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'll always have the final say.
Keeping you in the know
We'll constantly monitor and analyze 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
You can choose additional access to a portfolio advisory specialist to discuss investment ideas.
When we work with you to manage your portfolio, we adhere to a disciplined process. From crafting your investment strategy to closely monitoring market movements, we ensure your portfolio remains aligned with your goals.
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Understanding your goals
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Tailoring your investment strategies
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Ongoing monitoring and adjustments
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Expert analysis and decision-making
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Regular review and communication
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Managed investment portfolio
Taking emotions out of investing
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Sustainable investing
Bringing sustainability into your investment journey
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.
