UBS My Way*

Manage your wealth according to your individual needs. Innovative technology, managed day-today by experts, accompanied by your personal advisor.

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Struggling to find the right approach for your investments in today's markets?

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

A new way of investing

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.

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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.

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.

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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.

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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. Simple and convenient, you can change your portfolio whenever you like.

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Managed day-to-day by our experts

Wealth management 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 tailor-made 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.

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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.

Build your portfolio