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UBS My Way

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

Struggling to find the right approach for your investments in today's markets? Manage your wealth according to your individual needs. Innovative technology, managed by our experts, accompanied by your personal advisor.

Why choose UBS My Way

With UBS My Way you can create your personal portfolio from more than 80 investment modules and easily adapt it to your needs with our experts at your side.

  • 0 K +
    GBP 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

My Way is a new way of investing

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      • Flexible managed solution, pairing your personal selections with our CIO views.
      • Pick from passive, direct, and thematic investment building blocks.
      • Possibility to seek returns and drive change through sustainable investing.
      • Regular management, including risk monitoring and frequent performance updates.
      • Portfolio adjusted at any time to ensure it’s always the right fit.

      How does UBS My Way work?

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      We define a suitable strategy based on your individual investment concept.

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      Together we create your individual portfolio from around 80 different investment building blocks.

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      We take care of the everyday management within the blocks, including risk monitoring.

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      If your needs change, we can adjust your portfolio with you at any time.

      How does UBS My Way benefit you?

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      Flexible solution

      Adjust your portfolio and top up the overall investment amount at any time by contacting your client advisor. Explore inspiring ideas and integrate them into your My Way portfolio.

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      Transparency

      Have a clear overview of your invested building blocks including target allocation, market value and performance figures.

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      Powered by experts

      Receive 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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      The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

      UBS does not give tax, legal or accounting advice and you should consult your independent adviser for specific advice before entering into or refraining from entering into any investment.

      UBS AG, Jersey Branch is authorised and regulated by the Jersey Financial Services Commission for the conduct of banking, funds and investment business. UBS AG, Jersey Branch is a branch of UBS AG (a public company limited by shares incorporated in Switzerland whose registered offices are at Aeschenvorstadt 1, CH-4051, Basel and Bahnhofstrasse 45, CH-8001 Zurich) ("UBS"), with its principal place of business in Jersey at 1 IFC Jersey, St Helier, Jersey, JE2 3BX.

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      Together, we can help you pursue your goals today.

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