UBS Global Wealth Management – Competitor Profile

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UBS Global Competitor Profile Overview

Headquartered in Switzerland, UBS is a global wealth management organization that has a presence in over 50 countries. It is the leading global wealth management firm serving the HNW sector. It is the world’s largest wealth manager, as measured by assets under management (AUM).

The UBS Global competitor profile report comprehensively analyzes UBS Global’s private banking operations. It offers insights into the company’s strategy and financial performance, including key data on AUM. Customer targeting and service propositions are covered, as are product innovation and marketing activities.

Key Strategy Parameters ·        Structure

·        Stakeholders

·        Global Presence

·        M&A Partnerships

·        Divestments

·        Active Jobs and Theme Activity

·        Company Filings

·        Digital Transformation and ICT Spending

Key Financial Performance Parameters ·        Cost/Revenue Analysis

·        Contribution to Group Performance

·        Assets

·        Peer Comparison

Key Brand-Building Activities ·        CSR

·        Sponsorships

·        Social Media Presence

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UBS Global – Strategy

The UBS Global competitor profile report covers key strategies in terms of company structure, stakeholders, global presence, M&A partnerships, divestments, active jobs, theme activity, company filings, and digital transformation and ICT spending, among others.

Company Structure: UBS operates four business divisions supported by a corporate center which are Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Banking. Global Wealth Management offers banking and lending services, wealth planning, investment management services, capital markets, and corporate finance advice to HNW, UHNW, family offices, and affluent clients.

UBS Global Locations

UBS Global Locations

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UBS Global – Financial Performance

In 2022, UBS Global Wealth Management’s operating revenues declined mainly due to decreases across recurring net fees and transaction-based income. Transaction-based income declined due to lower client activity in the Asia-Pacific, Americas and Europe, the Middle East, and Africa regions, while negative market performance and foreign currency effects impacted recurring net fee income. However, net interest income increased, as rising interest rates led to higher deposit margins. Other income increased from the sale of assets including UBS Swiss Financial Advisers AG and the US alternative investments administration business in 2022.

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UBS Global – Customers and Products

UBS Global Wealth Management defines HNW clients as those with wealth of between $1 million and $30 million. UHNW clients are individuals with over $30 million in wealth. HNW wealth management clients can select a range of advisory, investment management, and wealth planning services. UBS also offers lending services as part of its wealth advice. Its securities-backed financing offering provides loans to clients, with their investments as collateral. This Lombard loan is offered on a current account basis, as a fixed advance, rollover loan, or as a third-party guarantee.

UBS targets the UHNW market by offering a broad range of services from wealth planning and family advisory to more niche financing services. In addition, UHNW clients have access to selected services available to institutional clients, including UBS Investment Bank’s trading platforms and the Institutional Solutions Group’s services.

UBS Global Customers and Products

UBS Global Customers and Products

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UBS Global – Brand-Building Activities

UBS offers support for entrepreneurs, education, and other social causes. The wealth management organization carries out corporate social responsibility efforts across its markets via charitable projects that focus on entrepreneurship and education. UBS also supports social and cultural objectives through the UBS Foundation for Social Issues and Education and the UBS Culture Foundation.

In June 2021, UBS announced a partnership with Junior Achievement Europe to inspire young people to consider careers in banking and finance. Volunteers from UBS will help thousands of students learn the skills needed to get a job or start their own business.

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Scope

• In March 2023, UBS signed an agreement to acquire Credit Suisse in a deal valued at CHF3 billion ($3.3 billion). The acquisition will further strengthen UBS’s position as the leading global wealth and asset manager, increasing the group’s total invested assets to $5 trillion.

• UBS is focusing on growth in the US and Asia-Pacific markets, introducing new digital wealth platforms for advisors and clients. In October 2022, it launched WE.UBS, a digital wealth management platform for affluent clients in China.

• UBS Global Wealth Management is focusing on building a sustainable investing model. The group’s invested assets in sustainable investments stood at $267.6 billion in 2022.

Reasons to Buy

  • Examine the financial performance, key ratios, and AUM growth of UBS.
  • Benchmark UBS 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.
  • Learn more about UBS’s marketing strategy, social media presence, and digital innovations.

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UBS Global Wealth Management
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UBS Optimus Foundation

Table of Contents

Executive Summary

Strategy

Financial Performance

Customers and Products

Brand-Building Activities

Appendix

Frequently asked questions

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