{"id":309471,"date":"2026-02-21T08:06:27","date_gmt":"2026-02-21T08:06:27","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/309471\/"},"modified":"2026-02-21T08:06:27","modified_gmt":"2026-02-21T08:06:27","slug":"ubs-dpm-platform-crosses-key-milestone","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/309471\/","title":{"rendered":"UBS\u2019 DPM Platform Crosses Key Milestone"},"content":{"rendered":"<p>UBS\u2019 DPM Platform Crosses Key Milestone<\/p>\n<p>The discretionary portfolio management platform of UBS\u2019 wealth business has achieved a key milestone in invested assets.<\/p>\n<p>UBS\u2019 discretionary portfolio management (DPM) platform \u2014 \u00abUBS My Way\u00bb \u2013 has crossed a major milestone with $30 billion of invested assets globally, according to an announcement.<\/p>\n<p>The offering was launched in 2020 and it allows the customization of portfolios with more than 80 investment building blocks, including access to single instruments previously reserved only for the largest ultra-high net worth clients. In addition, the bank also introduced \u00abUBS My Way Digital\u00bb to receive content from the chief investment office or make portfolio changes via mobile.<\/p>\n<p>\u00abThis milestone is a testimony to our clients enjoying and benefiting from how UBS My Way lets them personalize their investments while benefiting from our expertise,\u00bb the Swiss lender added.<\/p>\n","protected":false},"excerpt":{"rendered":"UBS\u2019 DPM Platform Crosses Key Milestone The discretionary portfolio management platform of UBS\u2019 wealth business has achieved a&hellip;\n","protected":false},"author":2,"featured_media":309472,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[72,176,61,60,174,175,37660,180],"class_list":{"0":"post-309471","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-personal-finance","8":"tag-business","9":"tag-finance","10":"tag-ie","11":"tag-ireland","12":"tag-personal-finance","13":"tag-personalfinance","14":"tag-ubs","15":"tag-wealth-management"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/309471","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=309471"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/309471\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/309472"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=309471"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=309471"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=309471"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}