Individual portfolio management

UBS My Way – you choose, we take care of the rest

Working with your advisor, put together your personal portfolio from around 60 different investment modules, including sustainable investments.

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

UBS My Way at a glance

Choose modules and specify risk tolerance
Have your portfolio put together by our team of professionals
Help make a positive impact on society and the environment with sustainable investments
Access to global resources and the expertise of the UBS Chief Investment Office
Available for investments of CHF 250,000 or more

Make an appointment

Try it out

Simulate your investment profile by combining the individual modules in UBS My Way – try it out today with no obligation.

FAQ

How UBS Manage Advanced [My Way] works?

Is a managed portfolio the best option for me?

What are the main advantages of UBS My Way?

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.

Is UBS My Way a robo advisory solution?

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.