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

Looking for more individuality in managing your wealth?

  • 100 +

    investment modules available

  • 1

    dedicated personal financial advisor

  • 30 ~

    USD billion already invested

  • 160

    years of experience in wealth management

How does the portfolio construction work?

Your portfolio is structured in clearly defined steps:
  • 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?

Icon of delay none clock

Tailored approach

Your portfolio is customized to your personal goals and can be adjusted at any time.

Icon of Charity care philantrophy

Combination of advice and self-service

You actively shape your portfolio, while UBS handles execution and monitoring.

Icon of active allocation

Transparency and control

Through digital banking, you can at any time:

  • View performance and allocation
  • Make adjustments
  • Interact directly with your advisor
Icon of securities trading

Institutional investment expertise

You benefit from global research capabilities and structured investment processes.

Businessman with smartphone

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.

Learn more
Portrait of Sebastian Boesen

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

Frequently asked questions

Kontaktieren Sie uns

Gemeinsam können wir Ihnen helfen, Ihre Ziele zu erreichen.
  • Please select
  • Berlin
  • Dusseldorf
  • Frankfurt
  • Hamburg
  • Munich
  • Stuttgart
  • Please select
  • General request
  • Investment advice > 1 million

Max. 255 characters and no special symbols

  • Please select
  • Mrs/Ms
  • Mr
Phone Number
  • United States (+1)
  • Antigua & Barbuda (+1)
  • Anguilla (+1)
  • American Samoa (+1)
  • Barbados (+1)
  • Bermuda (+1)
  • Bahamas (+1)
  • Canada (+1)
  • Dominica (+1)
  • Dominican Republic (+1)
  • Grenada (+1)
  • Guam (+1)
  • Jamaica (+1)
  • St. Kitts & Nevis (+1)
  • Cayman Islands (+1)
  • St. Lucia (+1)
  • Northern Mariana Islands (+1)
  • Montserrat (+1)
  • Puerto Rico (+1)
  • Sint Maarten (+1)
  • Turks & Caicos Islands (+1)
  • Trinidad & Tobago (+1)
  • St. Vincent & Grenadines (+1)
  • British Virgin Islands (+1)
  • U.S. Virgin Islands (+1)
  • Russia (+7)
  • Kazakhstan (+7)
  • Egypt (+20)
  • South Africa (+27)
  • Greece (+30)
  • Netherlands (+31)
  • Belgium (+32)
  • France (+33)
  • Spain (+34)
  • Hungary (+36)
  • Italy (+39)
  • Vatican City (+39)
  • Romania (+40)
  • Switzerland (+41)
  • Austria (+43)
  • United Kingdom (+44)
  • Guernsey (+44)
  • Isle of Man (+44)
  • Jersey (+44)
  • Denmark (+45)
  • Sweden (+46)
  • Norway (+47)
  • Svalbard & Jan Mayen (+47)
  • Poland (+48)
  • Germany (+49)
  • Peru (+51)
  • Mexico (+52)
  • Cuba (+53)
  • Argentina (+54)
  • Brazil (+55)
  • Chile (+56)
  • Colombia (+57)
  • Venezuela (+58)
  • Malaysia (+60)
  • Australia (+61)
  • Cocos (Keeling) Islands (+61)
  • Christmas Island (+61)
  • Indonesia (+62)
  • Philippines (+63)
  • New Zealand (+64)
  • Singapore (+65)
  • Thailand (+66)
  • Japan (+81)
  • South Korea (+82)
  • Vietnam (+84)
  • China (+86)
  • Türkiye (+90)
  • India (+91)
  • Pakistan (+92)
  • Afghanistan (+93)
  • Sri Lanka (+94)
  • Myanmar (Burma) (+95)
  • Iran (+98)
  • South Sudan (+211)
  • Morocco (+212)
  • Western Sahara (+212)
  • Algeria (+213)
  • Tunisia (+216)
  • Libya (+218)
  • Gambia (+220)
  • Senegal (+221)
  • Mauritania (+222)
  • Mali (+223)
  • Guinea (+224)
  • Côte d’Ivoire (+225)
  • Burkina Faso (+226)
  • Niger (+227)
  • Togo (+228)
  • Benin (+229)
  • Mauritius (+230)
  • Liberia (+231)
  • Sierra Leone (+232)
  • Ghana (+233)
  • Nigeria (+234)
  • Chad (+235)
  • Central African Republic (+236)
  • Cameroon (+237)
  • Cape Verde (+238)
  • São Tomé & Príncipe (+239)
  • Equatorial Guinea (+240)
  • Gabon (+241)
  • Congo - Brazzaville (+242)
  • Congo - Kinshasa (+243)
  • Angola (+244)
  • Guinea-Bissau (+245)
  • British Indian Ocean Territory (+246)
  • Ascension Island (+247)
  • Seychelles (+248)
  • Sudan (+249)
  • Rwanda (+250)
  • Ethiopia (+251)
  • Somalia (+252)
  • Djibouti (+253)
  • Kenya (+254)
  • Tanzania (+255)
  • Uganda (+256)
  • Burundi (+257)
  • Mozambique (+258)
  • Zambia (+260)
  • Madagascar (+261)
  • Réunion (+262)
  • Mayotte (+262)
  • Zimbabwe (+263)
  • Namibia (+264)
  • Malawi (+265)
  • Lesotho (+266)
  • Botswana (+267)
  • Eswatini (+268)
  • Comoros (+269)
  • St. Helena (+290)
  • Tristan da Cunha (+290)
  • Eritrea (+291)
  • Aruba (+297)
  • Faroe Islands (+298)
  • Greenland (+299)
  • Gibraltar (+350)
  • Portugal (+351)
  • Luxembourg (+352)
  • Ireland (+353)
  • Iceland (+354)
  • Albania (+355)
  • Malta (+356)
  • Cyprus (+357)
  • Finland (+358)
  • Åland Islands (+358)
  • Bulgaria (+359)
  • Lithuania (+370)
  • Latvia (+371)
  • Estonia (+372)
  • Moldova (+373)
  • Armenia (+374)
  • Belarus (+375)
  • Andorra (+376)
  • Monaco (+377)
  • San Marino (+378)
  • Ukraine (+380)
  • Serbia (+381)
  • Montenegro (+382)
  • Kosovo (+383)
  • Croatia (+385)
  • Slovenia (+386)
  • Bosnia & Herzegovina (+387)
  • North Macedonia (+389)
  • Czechia (+420)
  • Slovakia (+421)
  • Liechtenstein (+423)
  • Falkland Islands (+500)
  • Belize (+501)
  • Guatemala (+502)
  • El Salvador (+503)
  • Honduras (+504)
  • Nicaragua (+505)
  • Costa Rica (+506)
  • Panama (+507)
  • St. Pierre & Miquelon (+508)
  • Haiti (+509)
  • Guadeloupe (+590)
  • St. Barthélemy (+590)
  • St. Martin (+590)
  • Bolivia (+591)
  • Guyana (+592)
  • Ecuador (+593)
  • French Guiana (+594)
  • Paraguay (+595)
  • Martinique (+596)
  • Suriname (+597)
  • Uruguay (+598)
  • Curaçao (+599)
  • Caribbean Netherlands (+599)
  • Timor-Leste (+670)
  • Norfolk Island (+672)
  • Brunei (+673)
  • Nauru (+674)
  • Papua New Guinea (+675)
  • Tonga (+676)
  • Solomon Islands (+677)
  • Vanuatu (+678)
  • Fiji (+679)
  • Palau (+680)
  • Wallis & Futuna (+681)
  • Cook Islands (+682)
  • Niue (+683)
  • Samoa (+685)
  • Kiribati (+686)
  • New Caledonia (+687)
  • Tuvalu (+688)
  • French Polynesia (+689)
  • Tokelau (+690)
  • Micronesia (+691)
  • Marshall Islands (+692)
  • world (+800)
  • world (+808)
  • North Korea (+850)
  • Hong Kong SAR China (+852)
  • Macao SAR China (+853)
  • Cambodia (+855)
  • Laos (+856)
  • world (+870)
  • world (+878)
  • Bangladesh (+880)
  • world (+881)
  • world (+882)
  • world (+883)
  • Taiwan (+886)
  • world (+888)
  • Maldives (+960)
  • Lebanon (+961)
  • Jordan (+962)
  • Syria (+963)
  • Iraq (+964)
  • Kuwait (+965)
  • Saudi Arabia (+966)
  • Yemen (+967)
  • Oman (+968)
  • Palestinian Territories (+970)
  • United Arab Emirates (+971)
  • Israel (+972)
  • Bahrain (+973)
  • Qatar (+974)
  • Bhutan (+975)
  • Mongolia (+976)
  • Nepal (+977)
  • world (+979)
  • Tajikistan (+992)
  • Turkmenistan (+993)
  • Azerbaijan (+994)
  • Georgia (+995)
  • Kyrgyzstan (+996)
  • Uzbekistan (+998)

+49 172 1234567

  • Please select
  • Germany
  • Afghanistan
  • Aland Islands
  • Albania
  • Algeria
  • American Samoa
  • Andorra
  • Angola
  • Anguilla
  • Antartica
  • Antigua and Barbuda
  • Argentina
  • Armenia
  • Aruba
  • Australia
  • Austria
  • Azerbaijan
  • Bahamas
  • Bahrain
  • Bangladesh
  • Barbados
  • Belarus
  • Belgium
  • Belize
  • Benin
  • Bermuda
  • Bhutan
  • Bolivia
  • Bosnia and Herzegovina
  • Botswana
  • Bouvet island
  • Brazil
  • British Indian Ocean Territory
  • British Virgin Islands
  • Brunei Darussalam
  • Bulgaria
  • Burkina Faso
  • Burundi
  • Cambodia
  • Cameroon
  • Canada
  • Cape Verde
  • Cayman islands
  • Central African Republic
  • Chad
  • Chile
  • China - Mainland
  • Christmas Island
  • Coco Islands
  • Colombia
  • Comoros
  • Cook Islands
  • Costa Rica
  • Croatia
  • Cuba
  • Curaçao
  • Cyprus
  • Czech Republic
  • Democratic Republic of Congo
  • Denmark
  • Djibouti
  • Dominica
  • Dominican Republic
  • Ecuador
  • Egypt
  • El Salvador
  • Equatorial Guinea
  • Eritrea
  • Estonia
  • Ethiopia
  • Faeroe Islands
  • Falkland Islands
  • Fiji
  • Finland
  • France
  • French Guiana
  • French Polynesia
  • French Southern Territories
  • Gabon
  • Gambia
  • Georgia
  • Ghana
  • Gibraltar
  • Greece
  • Greenland
  • Grenada
  • Guadeloupe
  • Guam
  • Guatemala
  • Guernsey
  • Guinea
  • Guinea-Bissau
  • Guyana
  • Haiti
  • Heard Island and McDonald Islands
  • Honduras
  • Hong Kong SAR
  • Hungary
  • Iceland
  • India
  • Indonesia
  • Iran
  • Iraq
  • Ireland
  • Isle of Man
  • Israel
  • Italy
  • Ivory Coast
  • Jamaica
  • Japan
  • Jersey
  • Jordan
  • Kazakhstan
  • Kenya
  • Kiribati
  • Korea
  • Kosovo
  • Kuwait
  • Kyrgyzstan
  • Laos
  • Latvia
  • Lebanon
  • Lesotho
  • Liberia
  • Libya
  • Liechtenstein
  • Lithuania
  • Luxembourg
  • Macao SAR
  • Macedonia
  • Madagascar
  • Malawi
  • Malaysia
  • Maldives
  • Mali
  • Malta
  • Marshall Islands
  • Martinique
  • Mauritania
  • Mauritius
  • Mayotte
  • Mexico
  • Micronesia
  • Moldova
  • Monaco
  • Mongolia
  • Montenegro
  • Montserrat
  • Morocco
  • Mozambique
  • Myanmar
  • Namibia
  • Nauru
  • Nepal
  • Netherlands
  • Netherlands Antilles
  • New Caledonia
  • New Zealand
  • Nicaragua
  • Niger
  • Nigeria
  • Niue
  • Norfolk Island
  • Northern Korea
  • Northern Mariana Islands
  • Norway
  • Oman
  • Pakistan
  • Palau
  • Palestinian territories
  • Panama
  • Papua New Guinea
  • Paraguay
  • Peru
  • Philippines
  • Pitcairn
  • Poland
  • Portugal
  • Puerto Rico
  • Qatar
  • Republic of Congo
  • Romania
  • Russia
  • Rwanda
  • Réunion
  • Saint Kitts and Nevis
  • Saint Lucia
  • Saint Pierre and Miquelon
  • Saint Vincent and the Grenadines
  • Saint elena
  • Samoa
  • San Marino
  • Sao Tome and Principe
  • Saudi Arabia
  • Senegal
  • Serbia
  • Seychelles
  • Sierra Leone
  • Singapore
  • Slovakia
  • Slovenia
  • Solomon Islands
  • Somalia
  • South Africa
  • South Georgia and the South Sandwich Islands
  • Spain
  • Sri Lanka
  • Sudan
  • Suriname
  • Svalbard and Jan Mayen
  • Swaziland
  • Sweden
  • Switzerland
  • Syria
  • Taiwan
  • Tajikistan
  • Tanzania
  • Thailand
  • Timor-Leste
  • Togo
  • Tokelau
  • Tonga
  • Trinidad and Tobago
  • Tunisia
  • Turkmenistan
  • Turks and Caicos Islands
  • Tuvalu
  • Türkiye
  • U.S. Virgin Islands
  • Uganda
  • Ukraine
  • United Arab Emirates
  • United Kingdom
  • United States
  • United States Minor Outlying Islands
  • Uruguay
  • Uzbekistan
  • Vanuatu
  • Vatican
  • Venezuela
  • Vietnam
  • Wallis and Futuna
  • Western Sahara
  • Yemen
  • Zambia
  • Zimbabwe
  • Less than 1 million
  • More than 1 million
Confirmation
Privacy confirmation(Optional)