Text size

Digitally scalable customisation “not easily replicable”, says UBS

UBS wants its automated advisory platform UBS Advice to set the benchmark on customising scalable advice, so that clients get a more fluid and tailor-made service. “Everyone can claim that they are capable of customising portfolios but how many really can?” asks Chang Linyun, head of strategic investment Taiwan, UBS Wealth Management. “Many of our competitors can probably build a bespoke…

To access this content, please click back to the home screen, then click “Menu” (bars in top left bars) and then “Login”.
To enquire for a free trial, please start here.
Need more help? Click here or email [email protected].