UBS Wealth Management - Company Profile
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UBS Wealth Management (UBSWM), is the wealth management arm of UBS Group AG. The company's main activities include international banking, wealth management, and trust solutions. UBS provides a wide array of products and services, including separately managed accounts (SMAs), structured products, hedging risk management, private equity fund advisory, asset allocation, sustainable and impact-investing products, and alternative investments. The company caters to a diverse clientele, including professional service firms, financial intermediaries, billionaires, family offices, and leading institutional investors through financial advisors. The company has a presence in both emerging and established markets worldwide. UBSWM is headquartered in Zurich, Switzerland.
Headquarters
Switzerland
Address
Bahnhofstrasse 45, Zurich, 8001
Telephone
41 44 2341111
No of Employees
10,027
Industry
Financial Services
Revenue (2023)
$21.2B
UBS Wealth Management premium industry data and analytics
Products and Services
| Products | Services | Brands |
|---|---|---|
| Asset Classes: | Client Advisory | UBS |
| Structured Products | Portfolio Diversification | |
| Private Label Funds | International Wealth Management | |
| XYZ | XYZ | |
| XYZ | XYZ | |
| XYZ | XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2023 | Acquisitions/Mergers/Takeovers | In March, the company acquired Credit Suisse. |
| 2022 | Contracts/Agreements | In September, the company and Wealthfront agreed to terminate their merger agreement. |
| 2022 | Contracts/Agreements | In April, the company and Zurich Insurance launched a leasing offer with integrated insurance coverage for small and medium enterprises in Switzerland. |
Competitor Comparison
| Key Parameters | UBS Wealth Management | JPMorgan Chase & Co | Morgan Stanley Wealth Management | Bank of America Wealth Management | Julius Baer |
|---|---|---|---|---|---|
| Headquarters | Switzerland | United States of America | United States of America | United States of America | Switzerland |
| City | Zurich | New York | New York City | Charlotte | Zuerich |
| State/Province | Zurich | New York | New York | North Carolina | - |
| No. of Employees | 10,027 | 309,926 | - | - | 6,667 |
| Entity Type | Private | Public | Private | Private | Public |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Mark Haefele | Chief Investment Officer | Senior Management | 2014 | - |
| Solita Marcelli | Chief Investment Officer - Americas | Senior Management | - | - |
| Paul Donovan | Chief Economist | Senior Management | - | - |
| Min-Lan Tan | Chief Investment Officer - APAC | Senior Management | - | - |
| Daniel Kalt | Chief Investment Officer - Switzerland | Senior Management | - | - |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
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