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UBS Wealth Management: Overview

UBS Wealth Management (UBSWM), the wealth management arm of UBS Group AG, offers client advisory, portfolio diversification, international wealth management and banking, alternative investments, private label funds, structured products, and market research and insights. Its family office offerings include corporate finance advisory, structured equity financing, hedge fund advisory, private equity fund advisory, asset allocation, hedging risk management, value-based investing, real estate fund advisory, philanthropy, and family advisory. It primarily serves high-net-worth individuals, wealthy families, and business clients through financial advisors. The company has a presence in the US, the UK, Singapore, and Japan. UBSWM is headquartered in Zurich, Switzerland.

Headquarters Switzerland

Address Bahnhofstrasse 45, Zurich, 8001


Telephone 41 44 2341111

No of Employees 9,329

Industry Financial Services

Revenue (2021) $19.4B

   

   

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ICT Spend & Tech Priorities

IT Client Prospector provides intelligence on UBS Wealth Management’s likely spend across technology areas enabling you to understand the digital strategy.

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Products and Services

Products Services Brands
Asset Classes: Client Advisory UBS
Structured Products Portfolio Diversification
Private Label Funds International Wealth Management
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History

History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.

Year Event Description
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.
2022 Contracts/Agreements In March, the company agreed to sell its subsidiary, UBS MTF Limited to Aquis Exchange.
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Competitor Comparison

Key Parameters UBS Wealth Management Bank of America Wealth Management Morgan Stanley Wealth Management Credit Suisse Private Banking Julius Baer
Headquarters Switzerland United States of America United States of America Switzerland Switzerland
City Zurich Charlotte New York City Zurich Zuerich
State/Province Zurich North Carolina New York Zurich -
No. of Employees 9,329 - - - 6,667
Entity Type Private Private Private Private Public
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Executives
Name Position Board Since Age
Mark Haefele Chief Investment Officer Senior Management 2014 -
Paul Donovan Chief Economist Senior Management - -
Solita Marcelli Chief Investment Officer - Americas Senior Management - -
Alejo Czerwonko Chief Investment Officer - Emerging Markets Americas Senior Management - -
Daniel Kalt Chief Investment Officer - Switzerland Senior Management - -
Non Dignissim Eros Proin vel Convallis 2022 XX
Non Dignissim Eros Proin vel Convallis 2022 XX
Non Dignissim Eros Proin vel Convallis 2022 XX
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