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UBS SmartWealth

Why UBS SmartWealth

We’re changing investing

  • Bring your ambitions to life

    We’ll help you find the right strategy, based on your goals and financial circumstances.

  • Intelligent, expert advice

    The advice process that provides your recommendations has been shaped by 150 years of human insight. Now available in your pocket.

  • Bringing you world class, accessible expertise

    Different to robo-algorithms, investment decisions for the funds run through a rigorous quantitative and qualitative process supported by over 900 experts who manage over $2trillion in total.

  • Simple and easy to manage

    Get set up in just 15 minutes. Check in anytime from anywhere. Speak to our knowledgeable client team.

  • The right plan at the right time

    You know exactly where you stand. If it makes sense to change your strategy, there is no charge to do so.

  • Truly personalised advice

    Go beyond financial guidance. You deserve personalized advice from the world’s number 1 (*source below) wealth manager.

Our advice is restricted to UBS Smartwealth's investment options, we do not consider other options available to you or your other financial needs.

Why invest?

Investing means something different to everyone. It could mean funding your children’s education, enhancing the life you want after work or setting aside funds for something unexpected.

UBS SmartWealth allows you to monitor your investments against your goals. So it’s not just figures on a screen, but your future plans coming to life.

And in a changing financial landscape, planning for what’s ahead is more valuable than ever before.

Your investment options

Brought to you by UBS

We’ve been looking after wealth since 1862.

Our private clients entrust us to help manage more wealth* than any other firm. Our team of over 900 experts are constantly monitoring risks and opportunities for our clients. That expertise is now available digitally, with investments starting at £15,000.

In over 150 years of operation, we’ve seen changes in the way people invest. UBS SmartWealth is the latest. But financial excellence, trusted advice, and an understanding of our customers’ ambitions has remained a constant.

*Scorpio Partnership Global Private Banking Benchmark 2017

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.