Who is UBS My Way suitable for?
Customized wealth management with personal advice and digital flexibility.
UBS Manage Advanced [My Way] is aimed at investors who want to design their portfolio individually, while also benefiting from professional support and ongoing management by experienced investment experts.
This solution is particularly suitable for:
- High-net-worth private clients
- Investors who want to actively shape their investment strategy
- Investors who want to combine digital tools with personal advice
How does the portfolio construction work?
Define your goals and preferences
Together with your advisor, you decide on your investment goals, regions, and themes.
Create your individual portfolio
Choose from over 100 investment modules and combine them into a tailored portfolio.
Ongoing management by UBS
UBS handles daily management, including risk monitoring and rebalancing.
Flexible real-time adjustments
You can change your strategy at any time, and immediately simulate the impact on your portfolio.
What role does UBS play in the investment process?

The investment strategy is based on insights from the UBS Chief Investment Office (CIO), incorporating views from over 800 investment professionals worldwide.
UBS is responsible for:
- Identifying opportunities and risks in global markets
- Strategic asset allocation
- Continuous portfolio monitoring and adjustments
The goal is to continuously adapt your portfolio to changing market conditions and your personal requirements.
What are the benefits of UBS My Way?
Tailored approach
Your portfolio is customized to your personal goals and can be adjusted at any time.
Combination of advice and self-service
You actively shape your portfolio, while UBS handles execution and monitoring.
Transparency and control
Through digital banking, you can at any time:
- View performance and allocation
- Make adjustments
- Interact directly with your advisor
Institutional investment expertise
You benefit from global research capabilities and structured investment processes.
When is UBS My Way the right solution?
UBS My Way is especially suitable if you want to actively structure and influence your portfolio, while reducing the complexity of daily management and benefiting from a combination of customization, transparency, and professional oversight.

In Germany, we are seeing growing demand for solutions that combine individual investment preferences with professional wealth management. Clients today expect digital offerings that actively involve them without compromising on quality or transparency. This combination is exactly what makes My Way so relevant for our market.
Sebastian Boesen, Head of Sales Management & Private Markets Distribution, UBS Germany
Outlook: Further platform development
UBS continues to invest in expanding My Way, including:
- New modular investment solutions
- Expansion of structured products
- Customized portfolio concepts based on CIO insights
Demand for solutions that combine individual preferences with professional wealth management continues to grow. UBS My Way addresses this need by:
- Enabling active client involvement
- Ensuring institutional-quality investment standards

