UBS My Way

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.

The best for your wealth
UBS My Way is designed to support your financial goals using expert insights from our award-winning Chief Investment Office, based in 12 key locations globally.
Designed by you
UBS 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 modules available.
Simple and convenient
Setting up your portfolio is easy and flexible, and you can adjust it anytime. We take care of daily management, risk monitoring and performance updates for you.
Transparency
Have a clear overview of your invested building blocks including target allocation, market value and performance figures.

How would you build your portfolio?

Build your tailor-made portfolio and choose from around 80 investment modules.

Simulate your portfolio now

*Our UBS My Way discretionary mandate solution is available for investments of at least half a million euro. Find out how we can help you.

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.

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Investment building blocks to choose from

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Personal financial advisor to guide you

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Billion USD already invested

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Years of expertise in wealth management

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.

A leading wealth manager

We’r proud to be recognized for our award-winning worldwide wealth management services.

And “Best Private Bank for Digital Portfolio Management” at the PWM Wealth Tech Awards 2025 for its leadership in digital innovation. At UBS, we combine the power of advanced platforms like UBS My Way with our global expertise to help you navigate your financial future with confidence.

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.

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

UBS does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.