UBS Advice
We advise, you decide
Do you prefer making your own investment decisions? If so, you know how crucial it is to keep your emotions in check– when markets rally but also when they correct. With our investment advisory service, you can avoid impulsive decision-making in downturns or in times of growth.
We give you great advice, but you’re still in the driver’s seat.
How it works
How it works
Our solution? A UBS Advice portfolio. It gives you access to all the research and recommendations of our team of analysts. You receive those digitally and through your advisor who makes suggestions to keep your portfolio on track. Think of them like your personal co-pilot, helping you stay cool, calm and collected in the face of whatever the markets throw at you. With UBS Advice, we give you great advice, but you’re still in the driving seat.
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 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.
Your benefits
Your benefits
We advise, you decide
Although you receive guidance 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, we flag instruments with negative views, and provide you with investment proposals.
Watching 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 specialist to discuss investment ideas.
Our investment process
Our investment process
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.
Why UBS is your right partner?
Why UBS is your right partner?
With our global and local experience and expertise, top industry rankings and award-winning track record, we're confident that we can help you reach your goals. Our specialists are ready to advise you in Singapore.
