UBS SmartWealth

Service provider
Private Bank
Min. account size
£50,000
Ownership
Listed on stockmarket
Size of wealth manager
Large
Founded
1865
Size
Global

UBS SmartWealth Factfile

Nick Middleton UBS
Nick Middleton
Co-Head

UBS SmartWealth provides a low-entry platform with access to their full expertise and big brand reputation. With a starting investment of just £15,000, clients benefit from a personalised investment strategy, aligned with their finances, investment goals and attitude to risk.

New to investing or diverting some funds from other investments, including ISAs, the UBS SmartWealth experts watch the markets, handle the day-to-day details and respond to market events to help keep their client's money growing.

Contact person Client management team
Portfolio types Model
Composition Fund, tracker, mixture

Find your ideal firms

Not all firms are the same. Use our smart tool to get a short-list of firms that are right for you. Then, when you are ready, our team will introduce you.

Click here to start the tool
Questions to ask?

Questions to ask?

Can I access other services besides limited advice?
How do I plan and track my goals?
How personal is the service?
What we like

What we like

Low entry platform backed by global brand
Access insights of UBS's extensive network of 900+ investment experts
A brand you can stick with as your wealth grows

What's your next step?

Articles by UBS SmartWealth