Investment Navigator supports professional market participants in the advisory process for funds and ETFs. Regulatory, tax and product-specific information and rules are efficiently provided and investment suitability assessed.
Simplifying financial advice by pairing intelligence and technology. We want to be the go-to address for investment suitability services and advisory intelligence.
Our public portal is a convenient service for individual investment suitability assessments and product information. It is supported by asset managers and KPMG who are keen to promote transparency for financial market participants. || Factsheet
Investment Navigator for FIMs
Ensuring investment suitability has never been easier for independent wealth managers. The enhanced functionalities of “Investment Navigator for FIMs” are exclusively available for selected FIMs domiciled in Switzerland with an active client relationship with UBS Switzerland AG. Talk now to your UBS Global FIM client advisor. || Factsheet
Investment Navigator for Banks
Is our highly customized offering for banks and asset managers that supports the internal advisory process. This solution is tailored to the customer’s needs and allows effective and efficient sales management and ensures a transparent, regulated advisory process for the internal product range. Further booking centres and client domiciles in addition to Switzerland may be added to this solution at the customer’s request. The corresponding regulatory and tax frameworks are included in the service and can be flexibly combined with the client’s own internal policies and regulatory framework. || Factsheet
Investment Navigator AG
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Hotline: +41 44 286 90 00
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