Experience wealth management in a new way:

UBS My Way

Build your wealth management portfolio to suit your taste. You choose, we take care of the rest.

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.

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    Investment building blocks to choose from

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    Personal financial advisor to guide you

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    Billion USD already invested

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    Years of expertise in wealth management

Next-generation portfolio management

Create an investment portfolio as unique as you are. Align your investments to your individual taste.

The best of both worlds: you choose, we take care of the rest. 

Just as you carefully select everything in your life, your financial choices couldn’t be any different. Together, we guide you through a selection of investment themes and products that matter to you to create a personalized portfolio.

UBS My Way investment portfolio management

  • Based on a collection of active, passive, direct and thematic investment products for better global exposure and portfolio diversification. 
  • Chance to seek returns and drive change through sustainable investing.
  • Day-to-day management, including risk monitoring and regular performance updates.
  • Portfolio altered at any time to ensure it’s always the right fit.  

Award-winning product

UBS is proud to be named the best private bank for digital portfolio management globally in the PWM Wealth Tech Awards 2022. PWM ( Professional Wealth Management) is a specialist magazine owned and published by the Financial Times Group.

PWM Wealth Tech Awards 2022

Arrange an advisory consultation

We will take you through a selection of investment themes and products, and you can choose the building blocks which interest you.

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  • Please choose...
  • Mrs/Ms
  • Mr
  • Afghanistan
  • Aland Islands
  • Albania
  • Algeria
  • American Samoa
  • Andorra
  • Angola
  • Anguilla
  • Antartica
  • Antigua and Barbuda
  • Argentina
  • Armenia
  • Aruba
  • Australia
  • Austria
  • Azerbaijan
  • Bahamas
  • Bahrain
  • Bangladesh
  • Barbados
  • Belarus
  • Belgium
  • Belize
  • Benin
  • Bermuda
  • Bhutan
  • Bolivia
  • Bosnia and Herzegovina
  • Botswana
  • Bouvet island
  • Brazil
  • British Indian Ocean Territory
  • British Virgin Islands
  • Brunei Darussalam
  • Bulgaria
  • Burkina Faso
  • Burundi
  • Cambodia
  • Cameroon
  • Canada
  • Cape Verde
  • Cayman islands
  • Central African Republic
  • Chad
  • Chile
  • China - Mainland
  • Christmas Island
  • Coco Islands
  • Colombia
  • Comoros
  • Cook Islands
  • Costa Rica
  • Croatia
  • Cuba
  • Cyprus
  • Czech Republic
  • Democratic Republic of Congo
  • Denmark
  • Djibouti
  • Dominica
  • Dominican Republic
  • Ecuador
  • Egypt
  • El Salvador
  • Equatorial Guinea
  • Eritrea
  • Estonia
  • Ethiopia
  • Faeroe Islands
  • Falkland Islands
  • Fiji
  • Finland
  • France
  • French Guiana
  • French Polynesia
  • French Southern Territories
  • Gabon
  • Gambia
  • Georgia
  • Germany
  • Ghana
  • Gibraltar
  • Greece
  • Greenland
  • Grenada
  • Guadeloupe
  • Guam
  • Guatemala
  • Guernsey
  • Guinea
  • Guinea-Bissau
  • Guyana
  • Haiti
  • Heard Island and McDonald Islands
  • Honduras
  • Hong Kong SAR
  • Hungary
  • Iceland
  • India
  • Indonesia
  • Iran
  • Iraq
  • Ireland
  • Isle of Man
  • Israel
  • Italy
  • Ivory Coast
  • Jamaica
  • Japan
  • Jersey
  • Jordan
  • Kazakhstan
  • Kenya
  • Kiribati
  • Korea
  • Kuwait
  • Kyrgyzstan
  • Laos
  • Latvia
  • Lebanon
  • Lesotho
  • Liberia
  • Libya
  • Liechtenstein
  • Lithuania
  • Luxembourg
  • Macao SAR
  • Macedonia
  • Madagascar
  • Malawi
  • Malaysia
  • Maldives
  • Mali
  • Malta
  • Marshall Islands
  • Martinique
  • Mauritania
  • Mauritius
  • Mayotte
  • Mexico
  • Micronesia
  • Moldova
  • Monaco
  • Mongolia
  • Montenegro
  • Montserrat
  • Morocco
  • Mozambique
  • Myanmar
  • Namibia
  • Nauru
  • Nepal
  • Netherlands
  • Netherlands Antilles
  • New Caledonia
  • New Zealand
  • Nicaragua
  • Niger
  • Nigeria
  • Niue
  • Norfolk Island
  • Northern Korea
  • Northern Mariana Islands
  • Norway
  • Oman
  • Pakistan
  • Palau
  • Palestinian territories
  • Panama
  • Papua New Guinea
  • Paraguay
  • Peru
  • Philippines
  • Pitcairn
  • Poland
  • Portugal
  • Puerto Rico
  • Qatar
  • Republic of Congo
  • Romania
  • Russia
  • Rwanda
  • Réunion
  • Saint Kitts and Nevis
  • Saint Lucia
  • Saint Pierre and Miquelon
  • Saint Vincent and the Grenadines
  • Saint elena
  • Samoa
  • San Marino
  • Sao Tome and Principe
  • Saudi Arabia
  • Senegal
  • Serbia
  • Seychelles
  • Sierra Leone
  • Singapore
  • Slovakia
  • Slovenia
  • Solomon Islands
  • Somalia
  • South Africa
  • South Georgia and the South Sandwich Islands
  • Spain
  • Sri Lanka
  • Sudan
  • Suriname
  • Svalbard and Jan Mayen
  • Swaziland
  • Sweden
  • Switzerland
  • Syria
  • Taiwan
  • Tajikistan
  • Tanzania
  • Thailand
  • Timor-Leste
  • Togo
  • Tokelau
  • Tonga
  • Trinidad and Tobago
  • Tunisia
  • Turkey
  • Turkmenistan
  • Turks and Caicos Islands
  • Tuvalu
  • U.S. Virgin Islands
  • Uganda
  • Ukraine
  • United Arab Emirates
  • United Kingdom
  • United States
  • United States Minor Outlying Islands
  • Uruguay
  • Uzbekistan
  • Vanuatu
  • Vatican
  • Venezuela
  • Vietnam
  • Wallis and Futuna
  • Western Sahara
  • Yemen
  • Zambia
  • Zimbabwe

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Get a first glimpse: UBS My Way investment portfolio simulator

Simulate a UBS My Way portfolio with the new modular system for more individuality. Experience the new innovative solution.

  • Pick and choose from a variety of curated themes and focus areas ranging from regional to ESG funds.
  • Preview how your selection is best reflected in a diversified and balanced portfolio. 
  • Get a taste of how your simulated portfolio could perform.
  • Receive your results via email and reach out to a financial advisor near you to discuss the full offering of over 60 thematic building blocks.

Create your simulation in less than 5 minutes – try it now.

Our thematic investments

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

Questions?

Get in touch

Looking for the best portfolio management solution?

Share your UBS My Way simulated portfolio with us to start the conversation or get in contact to build it together right from the beginning.