Individual portfolio management

UBS My Way – you choose, we take care of the rest

Working with your advisor, put together your personal portfolio from around 60 different investment modules, including sustainable investments.

Struggling to find the right approach for your investments in today's markets?

Generate your unique investment portfolio with our award-winning UBS My Way solution.

  • 0 +

    Investment building blocks to choose from

  • 0

    Personal financial advisor to guide you

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    Billion USD already invested

  • 0

    Years of expertise in wealth management

UBS My Way at a glance

  • Choose modules and specify risk tolerance
  • Have your portfolio put together by our team of professionals
  • Help make a positive impact on society and the environment with sustainable investments
  • Access to global resources and the expertise of the UBS Chief Investment Office
  • Available for investments of CHF 250,000 or more

Try it out

Simulate your investment profile by combining the individual modules in UBS My Way – try it out today with no obligation.

My Way simulation tool
  • Choose your investment strategy and preferred investment areas – from regional to sustainable funds.
  • Choose from a range of portfolio building blocks that allow you to invest in the countries and regions of your choice.
  • Once you receive your results by email, you can make an appointment to discuss them with us.

FAQ

Our investment solutions

Experience a selection of the thematic investment possibilities that matter most to you.

Investing for a sustainable future

Seek returns and drive change through sustainable investing (SI) without compromising on returns. UBS My Way offers a range of building blocks for you to start your personal SI journey.​

  • Seek returns and drive change
  • Invest along your values
  • Social and ecological trends

Big trends & investment themes

New technology, demographic and societal changes are quickly impacting the world we live in. UBS My Way offers a range of building blocks to invest into companies which aim to benefit from game-changing mega trends.​

  • Key industries moving markets
  • Invest in the themes of tomorrow
  • Diversify your exposure

Regional focus

Economies, countries and regions around the world have their own strength and growth agendas. UBS My Way offers a range of building blocks for you to invest into the countries and regions that you prefer.​

  • Local with a global view
  • Focus on key regions
  • Deep, specific insights

Income enhancement

In a low interest rate environment, you need to be selective to identify quality stocks and bonds with high dividends and coupons. UBS My Way offers a range of building blocks to support your hunt for yield.

  • Increase total returns
  • Highlighting alternative yield
  • Income-focused curation

Single stocks

Invest into individual companies. We build a diversified basket of single stocks based on countries, regions, styles and themes. UBS My Way offers a range of building blocks consisting of direct stock baskets hand-selected by UBS experts.

  • Expert-selected baskets
  • High conviction plays
  • Risk-controlled concentration

Get in touch

Looking for the best portfolio management solution?

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Monday to Friday | 8:00 to 18:00
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