UBS Global Wealth Management: Competitor Profile

Powered by

All the vital news, analysis, and commentary curated by our industry experts.

Analyze UBS wealth management with insights into strategy, financial performance, AUM growth, products and services, client targeting, digital innovation, and competitive positioning.

Why Does UBS Wealth Management Matter?

UBS is a global financial services provider and the world’s largest wealth manager by assets under management (AUM), serving high-net-worth clients across more than 50 countries.

GlobalData’s UBS Wealth Management Competitive Analysis provides a comprehensive assessment of UBS Group’s private banking and wealth management operations, covering its strategy, financial performance, products and services, client targeting, and brand-building activities.

The report helps decision-makers understand UBS Global Wealth Management’s strategic priorities, financial performance, global expansion, and digital innovation while benchmarking its position against other global wealth managers.

Key Insights in UBS Wealth Management

The report provides insight into:

  • UBS’s global wealth management operations
  • Global Wealth Management (GWM) strategy
  • Financial performance
  • Assets under management (AUM) growth
  • High-net-worth client targeting
  • Key wealth management products and services
  • North American and European wealth management markets
  • Growth strategy in the US and Asia-Pacific
  • UBS’s acquisition of Credit Suisse
  • Integration of Credit Suisse client accounts
  • US banking expansion
  • Digital wealth platforms
  • Advisor and client technology
  • Marketing and brand-building activities
  • Social media presence
  • Digital innovations
  • Competitive positioning against global wealth managers

Scope

What Will You Learn from This UBS Wealth Management Competitive Analysis?

This report provides insight into:

  • UBS’s wealth management strategy
  • UBS Global Wealth Management division
  • Financial performance
  • Key financial ratios
  • AUM growth
  • Wealth management products and services
  • Client targeting strategies
  • Global market presence
  • Growth priorities in the US
  • Growth priorities in Asia-Pacific
  • Credit Suisse acquisition and integration
  • US banking expansion
  • Digital wealth platforms
  • Advisor and client digital tools
  • Marketing strategy
  • Social media activities
  • Digital innovation
  • Competitive positioning

Who Should Buy This UBS Wealth Management Competitive Analysis?

This report may be valuable for:

  • Wealth management firms
  • Private banks
  • Commercial banks
  • Asset managers
  • Financial services companies
  • Fintech companies
  • Investment firms
  • Private equity firms
  • Wealth management strategy teams
  • Digital transformation teams
  • Marketing teams
  • Investor relations teams
  • Market intelligence professionals
  • Consultants and industry advisors

How Companies Use This UBS Wealth Management Analysis

Financial services organizations can use the report to understand UBS’s strategy, benchmark competitive performance, and assess developments across global wealth management.

For example:

  • Wealth managers can benchmark UBS’s strategy, products, and competitive positioning.
  • Private banks can assess UBS’s approach to high-net-worth clients.
  • Asset managers can evaluate AUM trends and wealth management opportunities.
  • Fintech companies can assess UBS’s digital wealth management initiatives.
  • Strategy teams can understand UBS’s growth priorities across key markets.
  • Digital teams can track UBS’s technology and digital innovation strategy.
  • Marketing teams can assess UBS’s brand-building and client engagement activities.
  • Investors can evaluate UBS’s financial performance and strategic direction.
  • Consultants can use competitor insights to support wealth management strategy and benchmarking.

Reasons to Buy

Benchmark UBS Against Global Wealth Management Leaders

The report enables users to benchmark UBS against other global wealth managers across:

  • AUM
  • Financial performance
  • Key financial ratios
  • Wealth management strategy
  • Products and services
  • Client targeting
  • Geographic expansion
  • Digital innovation
  • Marketing strategy
  • Competitive positioning

This helps businesses understand UBS’s strengths, strategic priorities, and positioning within the global wealth management industry.

Built on GlobalData Financial Services Intelligence

GlobalData’s UBS Wealth Management Competitive Analysis combines company intelligence, financial analysis, strategic assessment, product analysis, and digital innovation insights to provide a detailed view of UBS’s wealth management operations.

The report helps users assess UBS’s evolving strategy, financial performance, client proposition, digital capabilities, and competitive position.

Act Now to Identify Opportunities in Global Wealth Management

UBS’s continued focus on global wealth management, expansion in the US and Asia-Pacific, and investment in digital platforms are shaping its competitive position in the industry.

Use GlobalData’s UBS Wealth Management Competitive Analysis to understand UBS’s strategy, benchmark its performance and capabilities, and identify opportunities across the global wealth management market.

UBS
UBS Global Wealth Management
Credit Suisse
UBS Monaco
UBS Red
Swiss National Bank
Morgan Stanley
JPMorgan
Domino Data Lab
UBS key4 smart investing
WE.UBS
Art Basel

Table of Contents

Table of Contents

1. Executive Summary

2. Strategy

3. Financial Performance

4. Customers and Products

5. Brand-Building Activities

6. Appendix

UBS Global Wealth Management: Competitor Profile standard reports
Currency USD
$1,295

Can be used by individual purchaser only

$2,590

Can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company


Undecided about purchasing this report?

Enquire Before Buying Download FREE Resources

Get in touch to find out about multi-purchase discounts

reportstore@globaldata.com
Tel +44 20 7947 2745

Sample Report

UBS Global Wealth Management: Competitor Profile was curated by the best experts in the industry and we are confident about its unique quality. However, we want you to make the most beneficial decision for your business, so we offer free sample pages to help you:

  • Assess the relevance of the report
  • Evaluate the quality of the report
  • Justify the cost

Download your copy of the sample report and make an informed decision about whether the full report will provide you with the insights and information you need.

Below is a sample report to understand what you are buying

See what our customers are saying
testimonial-image
testimonial-image
testimonial-image
testimonial-image
testimonial-image
testimonial-image
testimonial-image

“The GlobalData platform is our go-to tool for intelligence services. GlobalData provides an easy way to access comprehensive intelligence data around multiple sectors, which essentially makes it a one-for-all intelligence platform, for tendering and approaching customers.

GlobalData is very customer orientated, with a high degree of personalised services, which benefits everyday use. The highly detailed project intelligence and forecast reports can be utilised across multiple departments and workflow scopes, from operational to strategic level, and often support strategic decisions. GlobalData Analytics and visualisation solutions has contributed positively when preparing management presentations and strategic papers.”

Business Intelligence & Marketing Manager, SAL Heavy Lift

“COVID-19 has caused significant interference to our business and the COVID-19 intelligence from GlobalData has helped us reach better decisions around strategy. These two highlights have helped enormously to understand the projections into the future concerning our business units, we also utilise the project database to source new projects for Liebherr-Werk to use as an additional source to pitch for new business.”

Market Analyst & Management, Liebherr-Werk

Your daily news has saved me a lot of time and keeps me up-to-date with what is happening in the market, I like that you almost always have a link to the source origin. We also use your market data in our Strategic Business Process to support our business decisions. By having everything in one place on the Intelligence Center it has saved me a lot of time versus looking on different sources, the alert function also helps with this.

Head of Key Accounts, Saab AB

Having used several other market research companies, I find that GlobalData manages to provide that ‘difficult-to-get’ market data that others can’t, as well as very diverse and complete consumer surveys.

Marketing Intelligence Manager, Portugal Foods

Our experience with GlobalData has been very good, from the platform itself to the people. I find that the analysts and the account team have a high level of customer focus and responsiveness and therefore I can always rely on. The platform is more holistic than other providers. It is convenient and almost like a one stop shop. The pricing suite is highly competitive and value for our organisation.

I like reports that inform new segments such as the analysis on generation Z, millennials, the impact of COVID 19 to our banking customers and their new channel habits. Secondly the specialist insight on affluent sector significantly increases our understanding about this group of customers. The combination of those give us depth and breadth of the evolving market.

I’m in the business of answering and helping people make decisions so with the intelligence center I can do that, effectively and efficiently. I can share quickly key insights that answer and satisfy our country stakeholders by giving them many quality studies and primary research about competitive landscape beyond the outlook of our bank. It helps me be seen as an advisory partner and that makes a big difference. A big benefit of our subscription is that no one holds the whole data and because it allows so many people, so many different parts of our organisation have access, it enables all teams to have the same level of knowledge and decision support.

Head of Customer Insight and Research, Standard Chartered

“I know that I can always rely on Globaldata’s work when I’m searching for the right consumer and market insights. I use Globaldata insights to understand the changing market & consumer landscape and help create better taste & wellbeing solutions for our customers in food, beverage and healthcare industries.

Globaldata has the right data and the reports are of very high quality compared to your competitors. Globaldata not only has overall market sizes & consumer insights on food & beverages but also provides insights at the ingredient & flavour level. That is key for B2B companies like Givaudan. This way we understand our customers’ business and also gain insight to our unique industry”

Head of Consumer Sensory Insights, Givaudan

GlobalData provides a great range of information and reports on various sectors that is highly relevant, timely, easy to access and utilise.  The reports and data dashboards help engagement with clients; they provide valuable industry and market insights that can enrich client conversations and can help in the shaping of value propositions. Moreover, using GlobalData products has helped increase my knowledge of the finance sector, the players within it, and the general threats and opportunities.

I find the consumer surveys that are carried out to be extremely beneficial and not something I have seen anywhere else. They provided an insightful view of why and which consumers take (or don’t) particular financial products. This can help shape conversations with clients to ensure they make the right strategic decisions for their business.

One of the challenges I have found is that data in the payments space is often piecemeal. With GD all of the data I need is in one place, but it also comes with additional market reports that provide useful extra context and information. Having the ability to set-up alerts on relevant movements in the industry, be it competitors or customers, and have them emailed directly to me, ensures I get early sight of industry activity and don’t have to search for news.

Senior Account Manager, TSYS
Financial Services
New
RBC Wealth Management: Competitor Profile
$1,295 | September 2026
Financial Services
New
Japan Cards and Payments: Opportunities and Risks to 2030
$2,750 | September 2026
Financial Services
New
China Wealth Management: Market Sizing and Opportunities to 2030
$1,295 | September 2026
Go even deeper with GlobalData Intelligence Center

Every Company Report we produce is powered by the GlobalData Intelligence Center.

Subscribing to our intelligence platform means you can monitor developments at UBS Global Wealth Management: Competitor Profile in real time.

  • Access a live UBS Global Wealth Management: Competitor Profile dashboard for 12 months, with up-to-the-minute insights.
  • Fuel your decision making with real-time deal coverage and media activity.
  • Turn insights on financials, deals, products and pipelines into powerful agents of commercial advantage.