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UBS Wealth Management

#66 of 92 in Personal finance

  • 35 of 100 · reviews
  • 4.8of 5 · store
  • 61,916ratings on the App Store
  • 500reviews read

An editorial reading of the saved reviews

UBS Wealth Management is an app for private banking clients, not for budgeting. It does not address spending awareness at all. Basic balance and portfolio display is unreliable: portfolio performance is not real-time, transaction history updates with a delay of several days, and fees are nowhere visible.

Screenshots

What people use it for

UBS clients who need minimal mobile access to their accounts. Not suitable for active financial management or understanding spending.

What reviews praise

  • The interface design is clean and visually pleasant compared to other banking apps.
  • Mobile account access is significantly more convenient than the web version for a quick check.

What reviews complain about

  • Portfolio performance updates with a several-day delay rather than in real time, making current control impossible.
  • Fees and charges are not clearly displayed anywhere. uninvited opacity frustrates long-standing clients.
  • Logging in regularly requires multiple attempts due to authentication errors.

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