Minimum account sizes under UBS Asset Management begin at $15 million. UBS also offers programs for institutions and high-net-worth individuals through UBS Asset Management. UBS Accounts for High-Net-Worth Individuals UBS Strategic Advisor is more flexible, allowing for investments in equities, exchange-traded funds (ETFs), fixed-income securities and other asset classes. PACE is a mutual-fund-only program, so investments made through a PACE account are restricted to mutual funds. These include PACE Select, which has a minimum account size of $10,000, and UBS Strategic Advisor, which has a minimum account size of $50,000. UBS also offers a number of non-discretionary programs, in which the client makes all decisions. It relies in part on an algorithm to make ongoing tweaks to your portfolio’s asset allocation. However, it has a higher minimum account size at $10,000. Similar to UBS Managed Portfolio, this is a discretionary program.
The managed portfolio program is a discretionary program, which means that your financial manager has full discretion to make investment decisions as he or she sees fit.Īnother option is the UBS Advice Portfolio Program. They can put their money into a UBS Managed Portfolio, where minimum account size can be as low as $5,000. Smaller investors who want to open an account with UBS Wealth Management have a number of options. Each program has numerous possible strategies to choose from, and asset classes ranging from equities to municipal bonds to real estate investment trusts.inim UBS offers multiple discretionary and non-discretionary programs, with minimum account sizes as low as $5,000. Whether you are a new investor who is looking to build your wealth or a high-net-worth individual seeking a higher return on your investments, UBS Wealth Management may have a program that makes sense for you. UBS Wealth Management Client Types and Account Minimums city, as well as many small and mid-sized cities, so those searching for a personal touch should be able to sit down with a UBS advisor in their area. UBS Wealth Management has offices and financial advisors in nearly every major U.S. Its clients run the gamut from individuals to corporations, charities, pension funds and even other banks. The Swiss bank’s wealth management arm has an option for nearly anyone who is looking for financial advice, with minimum investment levels for some types of accounts as low as $5,000 and as high as $15 million for others.
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