UBS Wealth Management. For a new generation.

UBS My Way Core is based on investment content from our Chief Investment Office powered by insights from more than 800 investment experts globally. Our experts identify investment opportunities as well as market risks, supporting you in your financial goals.

UBS My Way Core is created around you and your needs. Our experts assist you in setting up your portfolio and implement your wishes with the help of all the modules available. Thanks to UBS My Way Core, they can also show you the effects of reallocations of the overall portfolio in real time if you want to modify your investment strategy and switch modules. Setting up your portfolio has never been easier ... or more fun.

Wealth management requires discipline, time and deep market knowledge. With UBS My Way Core, you have an experienced team behind you to handle your assets based on your preferences. Our interdisciplinary team of experts monitors the markets continuously and redirects investments to deal with market changes to achieve your tailor-made financial goals. The team also gathers new insights for you regularly so you benefit from new trends and market opportunities. You can have your say at any time and keep your finances under control.

1. We define a suitable strategy based on your individual investment concept.
2. On an iPad, together we create your individual portfolio from around 20 different investment building blocks.
3. We take care of the day-to-day management within the modules, including risk monitoring.
4. If your needs change, we can adjust your portfolio with you at any time.
   

If you want to personalize your portfolio but still want to rely on financial experts for the best investment advice, then UBS My Way Core offers you the best of both worlds. You decide which themes interest you and in which regions you want to invest, and our experts will take care of your portfolio’s day-to-day management.

We believe the best-managed portfolios are tailored to you. Our professionally managed portfolios take your interests and risk profile into account, as well as any adjustments you may want to make along the way. We also offer industry-leading technology to support you in your engagement with us. Our global expertise, our award-winning Chief Investment Office research and our insights are reflected in our building blocks offering. You can easily pick and choose the best modules that match your interest while we will ensure your portfolio is diversified and well balanced.

No. Unlike a robo advisory solution, UBS My Way Core allows you to determine your individual initial allocation and selection together with your client advisor. Our client advisors use this information to further personalize the investment – based on your goals, needs and preferences. UBS My Way Core is a bespoke investment solution: you have control, but hand over the day-to-day management to our experts.

Data security is our top priority. Data is exchanged via an encrypted connection on a specially protected server on our own premises. Your advisor does not have access to your computer at any time. They simply share their screen with you.

Yes, anyone who is interested can arrange a free video consultation.