UBS Global Wealth Management: Competitor Profile
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This report provides a comprehensive analysis of UBS Group’s private banking and wealth management operations, covering its strategy, financial performance, key products and services, and brand-building activities.
Headquartered in Switzerland, UBS is a global financial services provider with a presence in over 50 countries. It is the world’s largest wealth manager as measured by assets under management (AUM).
Scope
UBS is the leading global wealth management firm serving the high-net-worth (HNW) sector. It has a strong global presence, with North America and Europe being its biggest markets as measured by AUM.
In June 2023, UBS completed the acquisition of Credit Suisse in a deal valued at CHF3 billion ($3.61 billion). UBS completed the migration of all Swiss-based Credit Suisse client accounts in March 2026.
UBS is focusing on growth in the US and Asia-Pacific by introducing new digital wealth platforms for advisors and clients. In March 2026, UBS received a national banking license in the US, allowing it to expand its client base and offer full banking services.
Reasons to Buy
Examine the financial performance, key ratios, and AUM growth of UBS and its Global Wealth Management (GWM) division and benchmark this competitor against other global wealth managers.
Understand UBS GWM’s current strategic objectives and financial performance.
Discover UBS GWM’s key products and client targeting strategies and examine whether these have been successful.
Learn more about UBS GWM’s marketing strategy, social media presence, and digital innovations.
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
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