Individual portfolio management

Make your own financial decisions with UBS Manage Advanced [My Way]

Together with your advisor, build your personal portfolio from around 60 different investment building blocks, including opportunities to invest sustainably. We take care of the day-to-day management and risk monitoring.

As individual as I am – my financial decisions

I myself choose what is right for me and want to orient my portfolio based on my own preferences.

I want my finances to be managed by a professional and trust in the experience and expertise of specialists.

In addition to financial returns, I want to have a positive ecological and social impact – sustainability is key.

Benefits at a glance

  • You select the building blocks and their weighting and can adjust them to match your risk tolerance.
  • Our experts select the investment instruments and put together the building blocks professionally.
  • You get access to global resources and our leading investment expertise.
  • We send you personalized notifications about your portfolio, and you have access to a separate section in E-Banking

Get a first glimpse: UBS My Way investment portfolio simulator

Our modular system lets you quickly identify your investment preferences and set up a portfolio that's perfect for you – try it out!

  • 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.

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.

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: