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1. We define a suitable strategy based on your individual investment concept.
2. Together we will design your individual portfolio from around 20 different investment modules.
3. We take care of the day-to-day management within the modules, including risk monitoring.
   
4. If your needs change, we can adjust your portfolio with you at any time.
   

If you want to personalize your portfolio but still want to rely on financial experts for the best investment advice, then ÃÛ¶¹ÊÓƵ My Way Core offers you the best of both worlds. You decide which themes interest you and in which regions you want to invest, and our experts will take care of your portfolio’s day-to-day management.

We believe the best-managed portfolios are tailored to you. Our professionally managed portfolios take your interests and risk profile into account, as well as any adjustments you may want to make along the way. We also offer industry-leading technology to support you in your engagement with us. Our global expertise, our award-winning Chief Investment Office research and our insights are reflected in our building blocks offering. You can easily pick and choose the best modules that match your interest while we will ensure your portfolio is diversified and well balanced.

No. Unlike a robo advisory solution, ÃÛ¶¹ÊÓƵ My Way Core allows you to determine your individual initial allocation and selection together with your client advisor. Our client advisors use this information to further personalize the investment – based on your goals, needs and preferences. ÃÛ¶¹ÊÓƵ My Way Core is a bespoke investment solution: you have control, but hand over the day-to-day management to our experts.

Yes, anyone who is interested can make an appointment.