Individual wealth management

With UBS Manage Advanced [My Way]

With UBS Manage Advanced [My Way] you build your own portfolio from around 60 different building blocks – together with your client advisor. We take care of the day-to-day management and risk monitoring.

Benefits at a glance

A tailored portfolio

Build your tailored portfolio together with one of our advisors

Modular system

Choose from around 60 building blocks in line with your investment focus

Full transparency

Receive personalized updates providing full transparency on performance, risk and cost

Curious? Try it for yourself.

How UBS Manage Advanced [My Way] works

  1. We define a suitable strategy based on your individual investment concept.
  2. On an iPad, we create together your individual portfolio from around 60 different investment modules.
  3. We take care of the day-to-day management within the blocks, including risk monitoring.
  4. If your needs change, we can adjust your portfolio with you at any time.

The new generation of portfolio management

Our experts are here for you – we look forward to speaking with you.

Overview of investment solutions

Learn more about our other investment solutions that you can tailor to your needs and assets. This is the most efficient way to achieve your financial goals.

Because a personal conversation is worth a lot

What can we do for you? We’re happy to address your concerns directly. You can contact us in the following ways: