UBS Global Wealth Management – Competitor Profile

Pages: 40 Published: September 05, 2022 Report Code: GDFS0637CA

This report provides a comprehensive analysis of UBS Global Wealth Management’s operations. It offers insight into its strategy and financial performance, as well as covering customer targeting, service proposition, and product innovation.

Headquartered in Switzerland, UBS is a global organization with a physical wealth management presence in over 45 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

– UBS is the leading wealth management firm serving the UHNW segment. It has a strong global presence, with the Americas and Europe its biggest markets as measured by AUM.

– In 2021, UBS restructured its UK business unit, which will help the group diversify its growth opportunities and better serve clients in this market.

– UBS is focusing on growth in the US and Asia-Pacific by introducing new digital wealth platforms for advisors and clients. Circle One provides the latest UBS investment views and solutions to its clients, while its Direct Investment Insights tool enables clients to trade directly based on the company’s Chief Investment Office insights.

Reasons to Buy

– Examine the financial performance, key ratios, and AUM growth of UBS and its Global Wealth Management division and benchmark this competitor 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 and examine whether these have been successful.

– Learn more about UBS’s social media presence and digital innovations.

Key Players

UBS
UBS Global Wealth Management
Wealthfront
Nomura
Envestnet
iCapital
Vontobel
Singular Bank
Yokoy
UBS Optimus Foundation

Table of Contents

Table of Contents

Executive Summary

Strategy

Financial Performance

Customers and Products

Brand Building Activities

Appendix

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