UBS My Way*
Manage your wealth according to your individual needs. Innovative technology, managed day-today by experts, accompanied by your personal advisor.
Generate your unique investment portfolio with our award-winning UBS My Way* solution.
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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
- Hybrid managed solution, pairing your personal selections with our CIO views.
- Pick from passive, direct, and thematic investment building blocks.
- 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.
Award-winning product
Award-winning product
UBS is proud to be named the best private bank for digital portfolio management globally in the PWM Wealth Tech Awards 2022. PWM (Professional Wealth Management) is a specialist magazine owned and published by the Financial Times Group.
Create your wealth management portfolio
- Build your tailor-made portfolio and choose from around 60 investment modules.
- Simulate your bespoke portfolio in under five minutes with just a few clicks.
- Get a first glimpse of how your investment portfolio could perform.
- Receive your results via email and reach out to a financial advisor to discuss the full offering.
We’d like to meet you
We’d like to meet you
UBS Wealth Management is proud to serve individuals and their families with over USD 2 million in investable assets. Get in touch to discuss with one of our advisors how best we can help you achieve your goals.