UBS My Way

Many investors want greater control over their investments, without the responsibility of managing every detail.

UBS My Way combines your investment preferences with the expertise of one of the world’s leading wealth managers, supported by award-winning technology and guidance from our CIO. It’s a managed portfolio with around 100 modules to choose from, with ongoing oversight and robust risk management. You can conveniently access UBS My Way through UBS Digital Banking and adjust your allocation at any time.

Learn more about My Way in our video.

Invest with expert guidance
UBS My Way combines your goals and preferences with expert guidance, helping you make investment decisions with confidence.
You benefit from ongoing professional portfolio management based on our CIO House View.
Invest according to your priorities
Your portfolio is built around your goals and priorities.
As your needs evolve, you can adjust your investment strategy, top up your portfolio and incorporate new investment ideas, all within a diversified and professionally managed solution.
See your portfolio clearly
Track your investments with a clear overview of your portfolio’s building blocks, target allocation, market value and performance.
Real-time insights and expert guidance help you monitor your portfolio and make informed changes as your circumstances evolve.
Manage and adapt in real time
Access UBS My Way, our most innovative mandate, through UBS Digital and Mobile Banking.
Using our digital banking you can monitor your portfolio, review performance, make adjustments and stay connected with your Client Advisor in one click whenever you need support.

100
investment building blocks to choose from
1
personal financial advisor to guide you
30 +
billion USD already invested
1
Digital banking app to control it all

Through a simple four-step process, you can tailor your investment strategy, monitor your portfolio and adapt it in real time via UBS Digital Banking, while staying connected to your advisor along the way.

01
Define your goals
02
Create your portfolio
03
Track your progress
04
Adjust as needed

Our UBS My Way discretionary mandates are available for investments of at least USD 250,000.

Try the simulator to explore how different combinations may fit your personal investment strategy.

Simulate your portfolio now

Learn more about how UBS My Way Digital works. We would be happy to advise you.

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Why choose UBS My Way?

Who supports the investment process?

How can I create and adapt a portfolio that reflects my goals?

What support and portfolio management does UBS provide?

How can I stay informed about my investments?

How do I get started?

Is UBS My Way a robo-advisor?

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+49 172 1234567

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Best Chief Investment Office in Private Banking.

Best Private Bank for Digital Portfolio Management

Proud to be recognized

UBS was named “Best Chief Investment Office in Private Banking” at the PWM/The Banker Global Private Banking Awards 2025, and “Best Private Bank for Digital Portfolio Management” at the PWM Wealth Tech Awards 2025.

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UBS My Way

The benefits of an investment portfolio designed around you

Invest with expert guidance

Invest according to your priorities

See your portfolio clearly

Manage and adapt in real time

UBS My Way by the numbers

Design and manage your portfolio in four simple steps

Frequently asked questions about UBS My Way

Build an investment portfolio that reflects you.

Proud to be recognized

Turn your goals into a plan

Contact and Withdrawal