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With strong support from UBS AG, UBSS can leverage on UBS AG's global financial resources. UBS AG is one of the world's leading financial institutions, with over 150 years of Swiss banking tradition, operating across over 50 countries. UBS AG is globally renowned for being secure, professional, and upholding integrity. UBS AG was China's first Qualified Foreign Institutional Investor (QFII) as approved by the China Securities Regulatory Commission (CSRC) in 2003. We will leverage on UBS AG's global financial resources to fully cater to your needs and help you achieve your financial goals.
Selecting the right advisor is the key to helping you achieve your goals. UBSS Wealth Management has established trading outlets in three of the wealthiest cities in China, each housed with professional advisors providing world-class wealth management services. You can easily get in touch with any of our advisors to discuss financial matters anytime.
Our advisors will actively interact with you to develop an in-depth understanding of your financial situation, needs, and goals. With support from the professional sales team, our advisors will provide a comprehensive range of services including:
We have made the relentless pursuit of your success our mission.
We believe that formulating a reasonable and comprehensive set of investment solutions will help you achieve your financial goals.
It starts with planning of asset allocation strategies suitable for you. Asset allocation refers to carefully selecting products that best suit you; including equities, bonds, funds and money market instruments, and allocating them to you in an optimized manner.
The benefits of diversified asset allocation include:
It's about combining the above benefits to strengthen your long-term investments.
We will find the asset allocation portfolio best suited to your long-term goals based on: