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 offers 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
9,803
Industry
Financial Services
Revenue (2024)
$24.5B
UBS Wealth Management premium industry data and analytics
Products and Services
| Products | Services | Brands |
|---|---|---|
| Asset Classes: | Client Advisory | UBS |
| Structured Products | Portfolio Diversification | |
| Alternative Investments | International Wealth Management | |
| XYZ | XYZ | |
| XYZ | XYZ | |
| XYZ | XYZ |
Competitor Comparison
| Key Parameters | UBS Wealth Management | JPMorgan Chase & Co | Morgan Stanley Wealth Management | Bank of America Wealth Management | HSBC Private Bank |
|---|---|---|---|---|---|
| Headquarters | Switzerland | United States of America | United States of America | United States of America | Switzerland |
| City | Zurich | New York | New York City | Charlotte | Geneva |
| State/Province | Zurich | New York | New York | North Carolina | Genf |
| No. of Employees | 9,803 | 318,512 | - | - | - |
| Entity Type | Private | Public | Private | Private | Private |
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 | - | - |
| Robert Karofsky | Co-President - Global Wealth Management | Senior Management | 2024 | 58 |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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