UBS

Service provider
Private Bank
Min. account size
£1,000,000
Ownership
Listed on stockmarket
Size of wealth manager
Large
Founded
1865
Size
Global

UBS Factfile

Nick Tucker, Head of UK Domestic
Nick Tucker
Head of UK Domestic

UBS was named Best Private Bank Globally 2013 by Euromoney. At UBS, a dedicated Client Advisor will seek out the specialist expertise and resources needed to help you achieve your goals, allowing you to benefit from the network and specific skills of UBS, one of the world's leading wealth managers. UBS offers a complete range of investment services, personalised to your individual needs.

Contact person Relationship manager
Portfolio types Model, bespoke
Composition Fund, tracker, mixture, ethical
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Contact person Relationship manager
Fee structure Per trade, annual fee
Min. account size £1,000,000
Portfolio lending
Mortgages (residential)
Typical minimum mortgage £1,000,000
Other finance Jet, yacht, art
Online dealing
Timezones UK, US, Asia
Margin accounts
Retail banking
Ethical investing
Philanthropy

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Questions to ask?

Questions to ask?

What do they think they are weak at?
How personal is the service?
What we like

What we like

The largest wealth manager - and that is a good thing
Organised, efficient, and wide wealth management offer to clients
Truly a one-stop shop for wealthy clients

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Articles by UBS