UBS My Way*

Design your bespoke portfolio by picking modules that fit your financial goals and our experts will manage it day-to-day. Backed by 160 years of expertise powered by today’s most innovative technology.

A new way of investing

We live in a fast-paced world that changes in an instance. Your portfolio should be able to adapt and support your goals. UBS My Way* gives you the freedom and expert advice needed to keep your portfolio thriving in a world of uncertainty.

  • Build your portfolio by picking modules that match your investment goals managed day-to-day by experts
  • Get access to timely CIO content, global resources and explore expert insights and trends, and modify your modules on demand
  • Receive personalized notifications about your portfolio, as well as updates on trending UBS My Way* modules and user moves

 

Designed with you. Powered by the experts.

Timely, relevant and actionable investment content

At the core of UBS My Way* is investment content from our award-winning Chief Investment Office powered by insights from more than 800 investment experts across 11 locations globally. Our experts identify investment opportunities as well as market risks, supporting you in your financial goals.

Prioritize what matters to you

Benefit from the advantages of discretionary wealth management as well as the opportunity to realize your individual preferences with UBS My Way*’s 60+ investment modules. From investing into game-changing mega trends to focusing on regional orientations and more, and with new modules added on a regular basis, UBS My Way* offers you the freedom to make your portfolio truly yours.

Innovation meets individualization

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. They can also show you the effects of reallocations of the overall portfolio, on a tablet, in real time. Setting up your portfolio has never been easier ... or more fun. Plus, you can change your portfolio whenever you like.

Managed day-to-day by our experts

Managing assets takes time and deep market knowledge. With UBS My Way*, you have a global team behind you to handle your assets based on your preferences. Our interdisciplinary team of experts monitors the markets continuously and redirects investments to deal with market changes to achieve your financial goals. The team also gathers new insights for you regularly so you benefit from new trends and market opportunities. All done with your preferred level of engagement.

Create your bespoke portfolio now with our simulator

Create your own UBS My Way* portfolio and see how you can configure your modules to best suit your needs. Experience the new innovative solution in just five minutes. When completed, you can save your UBS My Way* portfolio and share it directly with our experts.

Build your portfolio

FAQ

Start a conversation!

Request more information or schedule a consultation through email, phone, or in person.

*Mandatory fields

Ex: +41232412875

The data entered into this form is transmitted encrypted to UBS Switzerland AG via the internet and distributed to local UBS offices appropriately. Nevertheless, in order to maintain discretion, please do not include any confidential data such as account numbers. Via this form UBS does not accept any instructions for business transactions such as the opening of accounts, payment orders, trading orders, revocations of orders or authorizations, blocking of credit cards, changes of address, etc. Please contact the appropriate office or your client advisor for such transactions.

By providing your telephone number and/or e-mail address above you expressly approve UBS contacting you via telephone and/or via unsecured e-mail.

Please note: The use of e-mail can involve substantial risks such as lack of confidentiality, potential manipulation of contents or sender's address, wrong recipient, viruses etc. UBS assumes no responsibility for any loss or damage resulting from the use of e-mails. UBS recommends in particular that you do not send any sensitive information, that you do not include details of the previous message in any reply, and that you enter e-mail addresses manually every time you write an e-mail.

Confirmation

To find out how UBS processes, stores and ensures the security of your personal data and your rights in this regard, see our Personal Data Protection Policy.

Confirmation