Prepaid card
UBS Advice
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Standard investment advice
Suitable for people who make their own investment decisions and would like to be supported or advised by the bank. The client can choose between 6 investment profiles / risk tolerances for the managed portfolio. Available in the reference currencies CHF, EUR, USD or GBP.
Hedge funds and private markets can be excluded if desired. The advisory solution is also available with a focus on sustainable investing.
UBS reviews the quality of the portfolio on a weekly basis and, if action is required, provides the client with suitable investment recommendations to improve the quality of the portfolio. The final investment decisions are made by the client. In addition, UBS informs the client four times a year about the performance and quality of the portfolio as of the reporting date.
The following services are included in the all-inclusive price: Advisory services, weekly monitoring of portfolio risks and contact in case of need, securities trading (brokerage fees), money market and fiduciary transactions, subscription and redemption of units in investment funds, custody and account management, investment advice via UBS Digital Banking (optional), access to asset classes without distribution fee (if available), market and investment analyses, Swiss tax statement (exclusively for natural persons), direct mailing.
Not included in the all-in-fee are fiscal charges such as stamp duties and VAT and stock exchange levies. Not all product fees are included in the all-in fee: For example, in the case of investment funds, the TER is deducted from the total performance. Furthermore, FX margins are charged additionally.
In addition to the flat fee, the client can also choose the single fee model. The difference is that securities trading, money market and fiduciary transactions, as well as subscription and redemption of units in investment funds are not included.
Some of the product fees (TER) not included.
Independent trading fees: partly included.
Funds without retrocessions (if possible).
VAT and stamp duty are not included.
Equities in portfolio: 0%. All-in fee up to an investment amount of CHF 25 Mio.: between 1% and 0.7%.
Equities in portfolio: up to 28%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.2% and 0.8%.
Equities in portfolio: between 14 and 44%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.4% and 0.9%.
Equities in portfolio: between 32-62%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.5% and 1%.
Equities in portfolio: between 55 and 85%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.6% and 1.1%.
Equities in portfolio: between 75 and 100%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.7% and 1.2%.
Individual requests are possible.
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