UBS AG
 
Your needs Our solutions
Plan for your future; focus on today Financial Planning

Financial planning is designed to address long-term goals as you strive to accumulate, preserve and transfer your wealth. We offer in-depth, personalized financial plans at no charge (a value of up to $10,0000).
Convenient cash management Resource Management Account

With our premier brokerage account—Resource Management Account® (RMA®)—PwC participants have access to everyday cash management services, such as a deferred debit card, checking, direct deposit, electronic bill payment, and online services, as well as financing options and a comprehensive range of investment choices.
Wide range of investment choices Investment Advice

We provide investment solutions tailored to help you meet your long-term objectives.

UBS PACE Multi Advisor is a personalized advisory program providing clients with a disciplined asset allocation strategy, professional mutual fund management and asset based pricing.

UBS Strategic Wealth Portfolio is a unified portfolio provided by UBS that provides clients with access to a variety of investment types in one account that include:

  • Separately managed accounts
  • Mutual funds
  • Exchange traded funds
  • Alternative strategies

  • UBS Strategic Wealth Portfolio is a fee-based, nondiscretionary, advisory account. For more information on UBS Strategic Advisor services, please click on the following link: UBS Strategic Wealth Portfolio
    Tools to assist you in equity investment management Wealth Management Research

    UBS delivers in-depth equity expertise and superb execution to clients all over the world. We are a leading provider of research at the global, regional, market, industry, and company levels. Our research and consulting capabilities are designed to deliver relevant equity and credit perspectives specific to each individual's investment needs.
    As a firm providing wealth management services to clients in the U.S., we offer both investment advisory programs and brokerage accounts. Advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information, please visit our website at www.ubs.com/workingwithus