Individual portfolio management

Whether you would like to start investing or already hold an investment portfolio, UBS My Way offers a happy medium. You decide what investment modules interest you, choose how much time you want with your financial advisor, and rest easy as we take care of 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 and award-winning Chief Investment Office research and 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.

UBS My Way leverages a digital platform to provide access to a personalized investment solution based on your goals, needs and preferences. Unlike a robo advisory solution, you determine your individual initial allocation and selection together with your client advisor. It is a bespoke investment solution: clients have control based on their preferences and hand over the day-to-day management to their financial advisor.