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UBSUBS Discretionary Portfolio Management offers the ideal investment solution for investors who want to profit from the global expertise of UBS and who prefer to delegate day-to-day investment decisions of their portfolio to a team of highly experienced investment professionals.

UBS Discretionary Portfolio delivers:

  • The benefit of a global approach backed by some 250 investment professionals around the world
  • Active diversification across a range of asset classes, industry sectors and geographic regions
  • Access to some of the market's most successful funds, including many that are not usually available to private investors
  • Confidence that your portfolio is monitored with sophisticated risk management tools
  • The ability to invest in tax favoured wrappers (e.g. SIPP, Offshore Bonds, etc.)

With UBS, you and your clients have the full strength and depth of our global capabilities.

A dedicated, specialist team working with you to achieve outstanding results for your clients. You and Us.

UBS Wealth Management is a business group of UBS AG which is authorised and regulated by the Financial Services Authority. UBS does not give tax advice.

Contact details

Chris Fisher
T: 020 7568 4433
F: 020 7567 8487
intermediaries.uk@ubs.com

External link

Address

1 Curzon Street
London
W1J 5UB

Account opening
In order to open an account with UBS AG for your client's SIPP with Suffolk Life, please contact our Account Opening Team on 01473 296905.

Disclaimer

This information is intended for investment professionals and should not be relied upon by private customers or any other persons.