UBS

Major Swiss bank

UBS Manage Advanced

General information:

Investment management mandates in CHF, EUR or USD for individuals domiciled in Switzerland. Financial information via UBS Quotes.

Minimum investment amount:
CHF 100,000
Type of service:
Investment management
General costs:

The all-in fee includes investment management fees, custody fees, transaction fees within the mandate, product fees, tax reports. The all-in fee excludes taxes (VAT, stamp duty) and some of the product fee (for example TER within funds).

Product fees:

Not all product fees are included.

Transaction fees:

Independent trading fees: not included.

Retrocessions:

Products 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 0.85 and 1.05%.

Low risk:

Equities in portfolio: up to 25%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.45 and 1.05%.

Limited risk:

Equities in portfolio: between 10% and 40%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.6% and 1.2%.

Balaned risk:

Equities in portfolio: between 27% and 57%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.75% and 1.35%.

Substantial risk:

Equities in portfolio: between 47% and 77%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.9% and 1.5%.

High risk:

Equities in portfolio: between 75% and 100%. All-in fee up to an investment amount of CHF 25 Mio.: between 2% and 1.65%.

Individual requests:

Individual requests possible for an investment amount of CHF 1,000,000. Additional costs of 0.15%.

Additional services:
Free training seminars, Mobile access, Real-time quotes, Research
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