List of Companies

UBS SmartWealth

  • Min. account size

    £50,000
  • Company type

    Private Bank
  • Ownership

    Listed on stockmarket
  • Size of wealth manager

    Large
  • Size

    Global
  • Founded

    1865

Key person:

Nick Middleton UBS
Nick Middleton

Co-Head

UBS SmartWealth Factfile

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

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