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
Build your tailor-made portfolio together with your client advisor
Choose from around 50 building blocks in line with your investment preferences
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
- We define a suitable strategy based on your individual investment concept.
- On an iPad, we create together your individual portfolio from around 50 different investment modules .
- UBS will take care of the day-to-day tasks within the building blocks for you, including risk monitoring.
- 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.