UBS Global Wealth Management - Competitor Profile

UBS Global Wealth Management - Competitor Profile

Summary

This report provides a comprehensive analysis of UBS’s wealth management operations. It offers insights into the company’s strategy and financial performance, including key data on assets under management. Customer targeting and service propositions are covered, as are product innovation and marketing activities.Headquartered in Switzerland, UBS is a global organization with a physical wealth management presence in over 50 countries. It operates through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. UBS is the world’s largest wealth manager as measured by assets under management (AUM).

Scope

• In March 2023, UBS signed an agreement to acquire Credit Suisse in a deal valued at CHF3 billion ($3.3 billion). The acquisition will further strengthen UBS’s position as the leading global wealth and asset manager, increasing the group’s total invested assets to $5 trillion.
• UBS is focusing on growth in the US and Asia-Pacific markets, introducing new digital wealth platforms for advisors and clients. In October 2022, it launched WE.UBS, a digital wealth management platform for affluent clients in China.
• UBS Global Wealth Management is focusing on building a sustainable investing model. The group’s invested assets in sustainable investments stood at $267.6 billion in 2022.

Reasons to Buy

• Examine the financial performance, key ratios, and AUM growth of UBS.
• Benchmark UBS against other global wealth managers.
• Understand UBS’s current strategic objectives and their impact on its financial performance.
• Discover UBS’s key products and client targeting strategies.
• Learn more about UBS’s marketing strategy, social media presence, and digital innovations.