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

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

  • 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

  1. We define a suitable strategy based on your individual investment concept.
  2. On an iPad, we create together your individual portfolio from around 60 different investment modules.
  3. We take care of the day-to-day management within the blocks, including risk monitoring.
  4. 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.