Individual portfolio management
Make your own financial decisions with UBS Manage Advanced [My Way]
Together with your advisor, build your personal portfolio from around 60 different investment building blocks, including opportunities to invest sustainably. We take care of the day-to-day management and risk monitoring.
As individual as I am – my financial decisions
As individual as I am – my financial decisions
I myself choose what is right for me and want to orient my portfolio based on my own preferences.
I want my finances to be managed by a professional and trust in the experience and expertise of specialists.
In addition to financial returns, I want to have a positive ecological and social impact – sustainability is key.
Benefits at a glance
Benefits at a glance
- You select the building blocks and their weighting and can adjust them to match your risk tolerance.
- Our experts select the investment instruments and put together the building blocks professionally.
- You get access to global resources and our leading investment expertise.
- We send you personalized notifications about your portfolio, and you have access to a separate section in E-Banking
How UBS Manage Advanced [My Way] works
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 60 different investment modules.
- We take care of the day-to-day management within the blocks, including risk monitoring.
- If your needs change, we can adjust your portfolio with you at any time.
There for you when you need us
Do you have questions, or would you like to arrange a consultation? Our advisory team will be happy to help you.