With UBS My Way you can create your personal portfolio from more than 80 building blocks 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
- 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.
Build your tailor-made portfolio and choose from around 80 building blocks.
We define a suitable strategy based on your individual investment concept.
Together we create your individual discretionary managed portfolio from around 80 different investment building blocks.
We take care of the everyday management and instrument selection, including risk monitoring.
If your needs change, we can adjust your portfolio with you at any time.
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.
Transparency
Have a clear overview of your invested building blocks including target allocation, market value and performance figures.
Powered by experts
Investment content selected from our award-winning Chief Investment Office powered by insights from more than 800 investment experts across 11 locations globally.
Your capital is at risk. The value of an investment and the income derived from it can fall as well as rise (as a result of market and currency fluctuations) and you may not get back the original amount invested. Projections or forecasts are not a reliable indicator of future performance.
Tax information is provided based upon our understanding of current tax legislation and applicable rates. Tax treatment depends on the individual circumstances of each client and may be subject to change in future.
UBS does not give tax, legal or accounting advice and you should consult your independent tax adviser for specific advice based on your specific circumstances before entering into or refraining from entering into any investment, product, structure or planning.
Important Information About Sustainable Investing Strategies:
Sustainable Investing strategies aim to consider and incorporate environmental, social and governance (ESG) factors into investment process and portfolio construction. Strategies across geographies and styles approach ESG analysis and incorporate the findings in a variety of ways. Incorporating ESG factors or Sustainable Investing considerations may inhibit UBS’s ability to participate in or to advise on certain investment opportunities that otherwise would be consistent with the Client’s investment objectives. The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than portfolios where ESG factors, exclusions, or other sustainability issues are not considered by UBS, and the investment instruments available to such portfolios may differ. Companies, product issuers and/or manufacturers may not necessarily meet high performance standards on all aspects of ESG or Sustainable Investing issues.
UK: UBS AG is registered as a branch in England and Wales Branch No. BR004507 (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). Registered Address: 5 Broadgate, London EC2M 2QS. Authorised and regulated by the Financial Market Supervisory Authority in Switzerland. In the United Kingdom, UBS AG is authorised by the Prudential Regulation Authority and subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request.
