Your personalized investment portfolio

UBS My Way lets you easily tailor your investments according to your needs. You choose, we take care of the rest.

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Managed portfolio built individually for you

Our hybrid managed solution pairs your personal selections with our tailored advice. A portfolio built to meet your individual needs.

Exclusive selection of investment products

Searching for the best market opportunities can be time consuming. We made it easy with our modular offering. Pick and choose based on your interests.

Easy and convenient​ portfolio management

Delegated investment solutions made easier. Leave the day-to-day management to us and benefit from regular check-ins and performance reports.

Next-generation portfolio management

The best of both worlds: you choose, we take care of the rest.

Just as you carefully select everything in your life, your financial choices couldn’t be any different. Together, we guide you through a selection of investment themes and products that matter to you to create a personalized portfolio.

UBS My Way investment portfolio management

  • Based on a collection of active, passive, direct and thematic investment products for better global exposure and portfolio diversification. 
  • Chance to seek returns and drive change through sustainable investing.
  • Day-to-day management, including risk monitoring and regular performance updates.
  • Portfolio altered at any time to ensure it’s always the right fit.  

Get a first glimpse: UBS My Way investment portfolio simulator

The UBS My Way simulator creates your personalized portfolio template from a sample of our top investment picks, which you can then customize with us.

  • Pick and choose from a variety of curated themes and focus areas.
  • Preview how your selection is best reflected in a diversified and balanced portfolio. 
  • Get a taste of how your simulated portfolio could perform.
  • Receive your results via email and reach out to discuss the full offering with over 60 thematic building blocks.

Big trends & investment themes

New technology, demographic and societal changes are quickly impacting the world we live in. UBS My Way offers a range of building blocks to invest into companies which aim to benefit from game-changing mega trends.​

  • Key industries moving markets
  • Invest in the themes of tomorrow
  • Diversify your exposure

Regional focus

Economies, countries and regions around the world have their own strength and growth agendas. UBS My Way offers a range of building blocks for you to invest into the countries and regions that you prefer.​

  • Local with a global view
  • Focus on key regions
  • Deep, specific insights

Investing for a sustainable future

Seek returns and drive change through sustainable investing (SI) without compromising on returns. UBS My Way offers a range of building blocks for you to start your personal SI journey.​

  • Seek returns and drive change
  • Invest along your values
  • Social and ecological trends

Income enhancement

In a low interest rate environment, you need to be selective to identify quality stocks and bonds with high dividends and coupons. UBS My Way offers a range of building blocks to support your hunt for yield.

  • Increase total returns
  • Highlighting alternative yield
  • Income-focused curation

Single stocks

Invest into individual companies. We build a diversified basket of single stocks based on countries, regions, styles and themes. UBS My Way offers a range of building blocks consisting of direct stock baskets hand-selected by UBS experts.

  • Expert-selected baskets
  • High conviction plays
  • Risk-controlled concentration

Questions?

Whether you would like to start investing or already hold an investment portfolio, UBS My Way offers a happy medium. You decide what investment modules interest you, choose how much time you want with your financial advisor, and rest easy as we take care of day-to-day management.

We believe the best managed portfolios are tailored to you. Our professionally managed portfolios take your interests and risk profile into account, as well as any adjustments you may want to make along the way. We also offer industry-leading technology to support you in your engagement with us.

Our global expertise and award-winning Chief Investment Office research and insights are reflected in our building blocks offering. You can easily pick and choose the best modules that match your interest while we will ensure your portfolio is diversified and well balanced.

Unlike a robo advisory solution, you determine your individual initial allocation and selection together with your client advisor. UBS My Way leverages a digital platform to provide access to a personalized investment solution based on your goals, needs and preferences. It is a bespoke investment solution: clients have control based on their preferences and hand over the day-to-day management to their financial advisor.

Get in touch

Looking for the best portfolio management solution?

Try out our portfolio simulator and start a conversation with us.