Professionally managed portfolios [UBS My Way]: Next generation of portfolio management

Struggling to find the right approach for your investments in today's markets? Manage your wealth according to your individual needs.
Innovative technology, managed by our experts, accompanied by your personal advisor.

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.

80 +
Investment building blocks to choose from

1
Personal financial advisor to guide you

30 ~
Billion USD already invested

160
Years of expertise in wealth management

How would you build your portfolio?

Build your tailor‑made portfolio and choose from around 80 investment building blocks.

Relevant investment insights

Innovation meets customization

UBS Manage Advanced [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 building blocks available. They can also show you the effects of reallocations of the overall portfolio 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.

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 Digital

Mit Digital Banking haben Sie Ihr My Way Portfolio jederzeit und überall griffbereit.

My Way Mobile

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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.

Euromoney Private Banking Awards 2025

Globally, regionally, locally: we’re proud to have been recognized 22 times in the Euromoney Private Banking Awards 2025 in categories across Latin America, Western Europe, the Middle East and Asia, including as the «World's Best for Next Gen».

PWM/ The Banker Global Private Banking Awards 2025

UBS has been named “Best Chief Investment Office in Private Banking” (for the third time since the category was introduced in 2021), We were also “Best Private Bank in Asia” (for the 12th time), and “Best Private Bank for Wealthy Women” (for the first time), and Highly Commended in the “Best Global Private Bank” category at the PWM/ The Banker Global Private Banking Awards 2025.

Request additional information or arrange a consultation by email, phone, or in person on site.

With an investment volume of at least EUR 1 million, UBS Manage Advanced [My Way] is available to you starting from EUR 250,000.

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UBS My Way

Looking for more individuality for your wealth