UBS

Major Swiss bank

UBS Advice

General information:

UBS Advice: investment advisory mandate. Available in CHF, USD, EUR und GBP. Financial information via UBS Quotes.

Minimum investment amount:
CHF 250,000
Type of service:
Investment advisory
General costs:

The all-in fee includes investment management fees, custody fees, transaction fees, credit card fees, product fees, tax reports. The all-in fee excludes taxes (VAT, stamp duty) and some of the product fees. TER within funds not included.

Product fees:

Some of the product fees (TER) not included.

Transaction fees:

Trading fees within mandate: included.

Retrocessions:

Funds without kickbacks.

Taxes:

VAT and stamp duty are not included.

Minimal risk:

Equities in portfolio: 0%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.1% and 0.7%.

Low risk:

Equities in portfolio: up to 19%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.3 and 0.8%.

Limited risk:

Equities in portfolio: between 15 and 36%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.5% and 0.9%.

Balaned risk:

Equities in portfolio: between 30-54%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.6% and 1%.

Substantial risk:

Equities in portfolio: between 47 and 74%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.7 and 1.1%.

High risk:

Equities in portfolio: between 75 and 100%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.8% and 1.2%.

Individual requests:

Individual requests are possible.

Additional services:
Free training seminars, Mobile access, Real-time quotes, Research, Telephone-based trading
Specialized asset types:
Equities, Investment funds, Bonds, CFDs, Derivatives and structured products, Currencies, ETCs, ETFs, Futures, Options, Commodities, Warrants

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Facts

Founded in
1862
Number of Employees
62600
Languages
German, English, French, Italian
Locations
Zurich