UBS My Way

Your wealth. Your decision.

Try it now
UBS My Way on your smartphone
Connect with us

Looking for more individuality for your wealth?

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.

0 K +
EUR investment needed
0 +
Investment building blocks to choose from
0
Personal financial advisor to guide you
0 ~
Billion USD already invested
0
Years of expertise in wealth management

How would you build your portfolio?

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

Simulate your portfolio now

Or let’s talk directly

*Our UBS My Way discretionary mandate solution is available for investments equal or above € 500.000. Find out how we can help you.

All benefits of UBS My Way

The best for your wealth

Innovation meets customization

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.

Continuous management 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.

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.

My Way on your smartphone

With My Way Mobile, you can now track your portfolios performance anytime and customize your allocation right in your UBS Mobile Banking app.

My Way Mobile

FAQ

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.

Speak with our advisors

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

Our UBS My Way discretionary mandate solution is available for investments equal or above 500.000 €. Find out how we can help you.

*Mandatory fields

Mother tongue

Name

Surname

Phone number

Please enter the phone number without any interspace (e.g. 03884422211 or +393884422211)

My bankable assets

Your message(Optional)

Legal notice

By providing your telephone number and/or e-mail address above you expressly approve UBS Europe SE, Succursale Italia contacting you via telephone and/or via unsecured e-mail. For information on how UBS uses and discloses personal data, how long we retain it, how we keep it secure and your data protection rights, please see our Privacy Notice.

Privacy Notice

Privacy Disclaimer

This communication is issued by UBS and/or its subsidiaries and/or its affiliates ("UBS", "We").
In the context of the above form, we collect and process the information which is requested in the fields therein ("Personal Data"). We collect and process your Personal Data for the purpose of engaging in prospecting and business development and / or protecting and enhancing the UBS brand (the "Purpose"). Based on your consent, UBS may collect details of your interaction with e-mails that we send to you for client relationship management and / or business development purposes (such as whether you open e-mails and what content you are interested in), including to evaluate whether and how we may offer products, services and events that may be of interest to you. Your Personal Data may be shared with and processed by UBS Group companies and service providers to carry out the Purpose. We will retain your Personal Data for as long as required to fulfil the Purpose.
For more information about how UBS processes your data including how we protect your data, your rights in respect of your data and contact details of the Group DP Office, please refer to our Privacy statement

Privacy statement

Confirmation

Confirmation
I confirm that I understand the legal note above and have taken note of and accept the above given risks as well as the terms of use and the privacy statement relating to the UBS website.

Privacy confirmation(Optional)

Privacy confirmation(Optional)
I agree to UBS collecting details of my interaction with UBS emails and analyzing these in connection with other information UBS might hold about me to personalize their offer to my interests. If you have previously allowed UBS to track your interactions, then we will continue to do so until you revoke your consent from the profile page available at the end of our newsletters or by raising a data subject request.

UBS recognized again as a leading and truly global wealth manager

The Euromoney award for World’s Best Bank 2024 is a recognition of the breadth and quality of our bank’s overall offer and services.
At UBS, our goal is to help you master the details and deliver the expertise you need to help you turn your financial vision into a reality.

Skip Links

UBS Digital Banking

UBS My Way

Looking for more individuality for your wealth?

How would you build your portfolio?

All benefits of UBS My Way

Relevant investment tips at the right time

Innovation meets customization

Continuous management by our experts

A new way of investing

My Way on your smartphone

FAQ

Speak with our advisors

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

Confirmation

Privacy confirmation(Optional)

UBS recognized again as a leading and truly global wealth manager

Find out more

You are now on the English website

Select your domicile

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

Confirmation*

Privacy confirmation(Optional)

UBS recognized again as a leading and truly global wealth manager

Find out more

Select your domicile

Confirmation