Ubs Optimus Foundation Uk

When my husband died, I had to spend time getting several beneficiary accounts transferred over to me. After contacting UBS to get their process started, I didn't hear back for two weeks. It look several calls to finally connect with my account manager and to get him to start the process of transferring. $50 in fees to transfer the account to my name. After getting the accounts to my name, I decided to transfer the stocks to my account at Fidelity so I could have all of my accounts consolidated. I asked UBS if there were any fees to transfer accounts. I was told, "There is no fee associated with transferring your assets out of UBS unless you wished to sell the shares and wire out the proceeds, which involves a $25 fee."The day I had the shares transferred out, I was charged a $175 annual maintenance fee, and a $95 transfer fee. An annual maintenance fee was charged despite them having money in my name for less than a month. I have had no success at getting that charge refunded so far. I've dealt with multiple transfers from my husband's accounts, and UBS was the only one who charged any fees to do so. They took over $300 of my money. I had to request for them to adjust the cost basis, had to ask for data regarding the account. No guidance was offered, but the fees were robust. There are many options for financial services available. If you have a choice, UBS would not be one I recommend.

LKBTL Donor · Mar 26, 2026 Trustpilot

My father had an investment account, but did not include a beneficiary. When he died, UBS would NOT accept his will in which he left all possessions to my mother. Instead, they are forcing us to get a small estate affidavit. This is a long, arduous process, and we are still trying to get his funds two years later after his death. Ridiculous!

R Galway Donor · Mar 26, 2026 Trustpilot

Because I'm a musician and travel all the time, the cell phone app helps me a lot.

Ademir Candido Donor · Mar 26, 2026 Trustpilot

Top!!!!!!!

Valerio Pantalena Donor · Mar 26, 2026 Trustpilot

Customer service arrogant, unauthorized account change.

BB Donor · Mar 26, 2026 Trustpilot

I would like to share my positive experience with UBS. I recently had an appointment with Miss Jeanette Rast, and it was absolutely wonderful. She was highly professional, very well-prepared, and provided me with clear and informative guidance throughout our discussion.The conversation was not only professional but also very pleasant, and I felt that my questions and concerns were addressed thoroughly. This experience left me with a very positive impression of UBS and strengthened my confidence in your services.

Majid Jalili Donor · Mar 26, 2026 Trustpilot

After being a customer of UBS for 6 years, me and my family have left it and we encourage everyone to do the same. High fees and lack of customer service are just some of the reasons. The reason why we finally left is complete lack of accountability of the account managers and ridiculous customer service. Our case was in UBS Stans and Luzern. After almost a year of repeated visits, emails, and calls with our account manager, our issue with unjustified monthly fees remains unresolved to this date. We were promised a family package for CHF 15/month but have been charged CHF 45/month instead (for 2 individual accounts and a joint account). Despite repeated assurances to fix the error, promises were never fulfilled, calls were not returned, and UBS to this date has still not reimbursed the unjustified fees. Customer service has been extremely disappointing, with no accountability or support. There are many other Swiss banks with better service and no fees - consider your options carefully.

Sabine Donor · Mar 26, 2026 Trustpilot

Due to Credit Suisse being taken over by UBS I had to migrate my account. With CS I always knew the conditions and I could trust the bank. UBS for me has been very unreliable and untrustworthy on multiple occasions. Customer service was not helpful at all when I stood there not being able to use my card on a weekend. Not being able to pay was a nightmare.

Dacardi Donor · Mar 26, 2026 Trustpilot

Maria della Vecchia was very professional and went in details to explain me what I can and what I can't do with my account. She was thorough and very helpful. Strongly recommend her!GrazieMaria and Marco

Maria Donor · Mar 26, 2026 Trustpilot

Thank you very much. Ms. Tanno was amazing and super helpful. She took really good care that issue was solved and to my satisfaction!

Sudeshna Daga Donor · Mar 26, 2026 Trustpilot