UBS Financial Services is a global company that works with both individuals as well as companies in wealth management and investment. Although they are worldwide, UBS Financial Services strives to work with individuals and small companies as well as global companies and international investors. This unique perspective on the market allows UBS Financial Services to understand market and investment trends worldwide so they can help investors make the most complete and comprehensive investment choices.
UBS Financial Services has branches in the United States, Switzerland, Canada, Europe, Africa, the Middle East, South America and Asia. For clients that are not located close to a physical branch there is also the convenience of online banking, wealth management and investment options that can be completed from the comfort of your own home.
For individuals UBS Financial Services offers a complete range of financial and investment services. These include the typical banking and financial services you would expect to find in a world wide financial service including wealth management, annuities, 401K plans, life and health insurance programs, trust funds, securities and mutual funds and fund management. In addition UBS Financial Services also offers an attorney network, lines of credit, Roth IRA accounts, estate planning and account management, retirement distribution analysis and educational funds and fund management.
The services offered by UBS Financial Services for businesses of all sizes and types include corporate cash management, employee stock ownership management, retirement services, consulting, global expansion option and a wealth of other services that can be customized to the needs of the small or large business. For already global businesses UBS Financial Services offers all the above features as well as equities, fixed income, rates and currency calculators, investment options and help with employee benefit and retirement packages.
UBS Financial Services also provide support and financial services for non-profit agencies which have significantly different requirements and regulations on investments and disbursement of funds. They also work with government agencies, banking institutions and other lending agencies to provide global services to a wide variety of customers both large and small.
In addition brokerage accounts that allow the client to input trades directly through a specialized online trading system. There is also the option to work with a financial advisor from UBS Financial Services to make the best possible trading choices and expand your personal or company investment portfolio. They offer two types of brokerage accounts, a fee by trade account of a flat rate charge on the assets in the account. The second option is ideal for individuals or company that have a high number of trades but tend to keep an overall steady balance in their asset account.