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We are authorized intermediaries for UBS Bank of Switzerland. We open a share dealing portfolio account in the name of the client with UBS Bank of Switzerland as the custodian bank. In this account we usually have 4 currency accounts - Swiss Francs, US Dollars, Sterling and Euros. There can however be more currency accounts, depending on the requirements of the client and investment philosophy at the time. We buy and manage for the client a portfolio of shares listed on all major stock exchanges worldwide. All dividends and interest on cash balances accrue to this account. Clients receive direct from UBS Bank their statement of affairs which can either be posted or held in Switzerland for collection by the client. Daily updated portfolio values are available on request from National Trust (Pty)Ltd, which will be emailed to the client. A feature of this account is the option of a debit card which can be used anywhere in the world. This investment account is for amounts in excess of 100,000 Swiss Francs. Our audited investment return for clients with UBS Bank portfolios is currently (2012) in excess of 15% per annum, after brokerage and management fees. Our management fee on UBS Bank portfolios is 2% per annum.

Contact us for further details and let us establish your account.