Active advisory

You set the goal, we implement it together.

The UBS Advisory agreement offers personalized and proactive portfolio management and trading advice to active private investors

How it works

As an investor, you keep control of the financial management of your assets, whilst benefiting from personalized support

Minimum investment: EUR 3 million

Rely on the experience of our specialists to take your investment decisions

You receive alerts when risks arise or investment opportunities come up

Benefit from our know-how and from the insights and resources of an international bank

We have a strong opinion, be it about tactical or strategic asset allocation

We are ready to review your portfolio positions at any time: equities, bonds, funds, structured products, hedge funds, private equity

Benefit from UBS's best-in-class coverage of global key markets and all major asset classes