UBS My Way

Your wealth. Your decision.

UBS My Way at a glance
UBS My Way on your smartphone
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Looking for more individuality for your wealth?

With UBS My Way you can now create your personal portfolio from around 80 investment modules and easily adapt it to your needs - anytime, anywhere and always with our experts at your side.

0 K +
EUR investment needed
0 +
Investment building blocks to choose from
0
Personal financial advisor to guide you
0 ~
Billion USD already invested
0
Years of expertise in wealth management

How would you build your portfolio?

Build your tailor-made portfolio and choose from around 80 investment modules.

Simulate your portfolio now

Or let’s talk directly

All benefits of UBS My Way

The best for your wealth

Innovation meets customization

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.

Continuous management by our experts

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.

A new way of investing

Your portfolio should be just like you: unique. Find out how you can bring your personality and values into our most innovative mandate solution.

My Way on your smartphone

With My Way Mobile, you can now track your portfolios performance anytime and customize your allocation right in your UBS Mobile Banking app.

My Way Mobile

FAQ

How does UBS My Way work?

What is the minimum investment amount needed?

Is a managed portfolio the best option for me?

Is UBS My Way a robo advisory solution?

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.

Speak with our advisors

Request more information or schedule a consultation through email, phone, or in person.

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

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UBS My Way

Looking for more individuality for your wealth?

How would you build your portfolio?

All benefits of UBS My Way

Relevant investment tips at the right time

Innovation meets customization

Continuous management by our experts

A new way of investing

My Way on your smartphone

FAQ

Speak with our advisors

Request more information or schedule a consultation through email, phone, or in person.

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