With UBS Manage Advanced [My Way] you build your own portfolio from around 50 different building blocks – together with your client advisor. We take care of day-to-day management tasks and risk monitoring.

UBS Manage Advanced [My Way] at a glance

Individual portfolio

Build your tailor-made portfolio together with your client advisor

Modular system

Choose from around 50 building blocks in line with your investment preferences

Full transparency

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

Curious? Try it for yourself.

  • Determine your investment preferences in a few simple steps
  • With our individual building block system
  • For a portfolio that suits you perfectly

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 50 different investment modules .
  3. UBS will take care of the day-to-day tasks within the building blocks for you, 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.

Investment solutions at a glance

Learn more about our other investment solutions that you can tailor to your specific requirements and assets – the most efficient way to achieve your financial goals.

Also of interest

Current investment recommendations

Individual investment concept with UBS Wealth Way

How to correctly assess risk when investing