UBS My Way

At the core of UBS My Way is investment content from our award-winning Chief Investment Office powered by insights from more than 800 investment experts across 11 locations globally. Our experts identify investment opportunities as well as market risks, supporting you in your financial goals.

UBS My Way is created around you and your needs. An expert assists you in setting up your portfolio and implements your wishes with the help of all the modules available. They can also show you the effects of reallocations of the overall portfolio, on a tablet, in real-time. Setting up your portfolio has never been easier... or more fun. Simple and convenient, you can change your portfolio whenever you like.

Wealth management takes time and deep market knowledge. With UBS My Way, you have a global 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. All done with your preferred level of engagement.

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 building blocks.
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. Wie funktioniert UBS My Way?
   

With the required investment amount of € 1 million, UBS My Way is available for you from € 250,000.

If you want to personalize your portfolio but still want to rely on financial experts for the best investment advice, then UBS My Way offers you 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.

UBS My Way is not a robo advisor. With UBS My Way, you determine your individual initial allocation and selection together with your client advisor, leveraged by a digital platform to provide access to a personalized investment solution based on your goals, needs, and preferences. It is a bespoke investment solution: you have control based on your preferences and hand over the day-to-day management to our experts.