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 ÃÛ¶¹ÊÓƵ My Way
With ÃÛ¶¹ÊÓƵ 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
- 0Personal financial advisor to guide you
- 0 ~Billion USD already invested
- 0Years of expertise in wealth management
My Way is a new way of investing
- 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 ÃÛ¶¹ÊÓƵ My Way work?
We define a suitable strategy based on your individual investment concept.
Together we create your individual portfolio from around 80 different investment building blocks.
We take care of the everyday management within the blocks, including risk monitoring.
If your needs change, we can adjust your portfolio with you at any time.
How does ÃÛ¶¹ÊÓƵ My Way benefit you?
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.
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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.
ÃÛ¶¹ÊÓƵ 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.
ÃÛ¶¹ÊÓƵ AG, Jersey Branch is authorised and regulated by the Jersey Financial Services Commission for the conduct of banking, funds and investment business. ÃÛ¶¹ÊÓƵ AG, Jersey Branch is a branch of ÃÛ¶¹ÊÓƵ 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) ("ÃÛ¶¹ÊÓƵ"), with its principal place of business in Jersey at 1 IFC Jersey, St Helier, Jersey, JE2 3BX.
