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UBS SmartWealth

Investment options

The power of UBS in the palm of your hand

Access the same UBS experts that advise some of the world’s largest private investors. You can start now from £15,000.

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Stocks and Shares ISA

New to ISAs?

Our Stocks and Shares ISA lets you invest up to £20,000 this tax year.

Your returns are free from capital gains tax, income tax or dividend tax.*

You are investing with a world class investment team.

Open an investment ISA

With investing, your capital is at risk.

*ISA Rules Apply. Tax information is based on our understanding of current tax legislation. This may change in the future and may not apply to your individual circumstances.

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Transfer your ISA

Already have an ISA elsewhere?

Our specialist team oversee the transfer and make it as simple as possible.

Consolidating your investments makes it easier for you to manage and check that you are on track to reach your objectives.

Discover the power of truly diversified funds managed by UBS investment experts.

Transfer your ISA

For ISA transfers, we receive cash from your old ISA provider and invest it in your SmartWealth ISA.

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General Investment Account

Have you used up your annual ISA allowance?

No limit to how much you can invest.

Lets you relax knowing that your money is diversified across a range of asset classes and managed by our team of investment professionals.

Open a General Investment Account

Your starting point...

Initial investment of £20,000 or less

Not opened a stocks and shares ISA this tax year?

Open an ISA

Already opened a stocks and shares ISA for this tax year?

Open a General Investment Account (GIA)

More than £20,000 initial investment

Not opened a stocks and shares ISA this tax year?

Open an ISA and General Investment Account (GIA)

Already opened a stocks and shares ISA for this tax year?

Open a General Investment Account (GIA)

A strategy to suit you

Allocations shown are not static and may change without notification.

Choose a management style

Both actively and passively implemented strategies apply asset allocation decisions in line with your risk profile.

Strategic asset allocation is the long term proportion of equities, bonds, currencies, alternatives and cash in your fund.

Tactical asset allocation is the short- to mid-term deviation from these proportions to manage risks and take opportunities.

Actively implemented

What is it?

Experts will make active instrument decisions. That means selecting individual stocks, bonds, and other products per asset class.

The aim

Outperform passive benchmarks. An actively managed fund can offer you the potential for higher returns.

Passively implemented

What is it?

Our passively implemented funds apply asset allocation decisions, using products such as ETFs to gain broad exposure to selected asset classes.

The aim

Attractive investment that’s cost-effective. In addition to tracker products, we use tactical asset allocation and SmartBeta ETFs - more than a traditional passive solution.

The product, service, information and/or materials contained within these pages may not be available for residents of certain jurisdictions. Please consult the same restrictions to the products or services in question for further information. The price and value of investments and income derived from them can go down as well as up. You may not get back the amount you originally invested. In the UK, UBS AG is authorized by the Prudential Regulation Authority and subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. © UBS 1998 - 2017. All rights reserved.