UBS My Way
Build your wealth management portfolio to suit your taste. You choose, we take care of the rest.
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
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.
We will take you through a selection of investment themes and products, and you can choose the building blocks which interest you.
- Pick and choose from a variety of curated themes and focus areas ranging from regional to ESG funds.
- 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 a financial advisor near you to discuss the full offering of over 60 thematic building blocks.
Create your simulation in less than 5 minutes – try it now.
Our thematic investments
Our thematic investments
Experience a selection of the thematic investment possibilities that matter most to you.
Share your UBS My Way simulated portfolio with us to start the conversation or get in contact to build it together right from the beginning.