UBS’ DPM Platform Crosses Key Milestone
The discretionary portfolio management platform of UBS’ wealth business has achieved a key milestone in invested assets.
UBS’ discretionary portfolio management (DPM) platform — «UBS My Way» – has crossed a major milestone with $30 billion of invested assets globally, according to an announcement.
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 «UBS My Way Digital» to receive content from the chief investment office or make portfolio changes via mobile.
«This 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,» the Swiss lender added.