Competitor Profile: UBS Global Wealth Management 2024

This report provides a comprehensive analysis of UBS’s wealth management operations. It offers insights into the company’s strategy and financial performance, including key data on assets under management. Customer targeting and service propositions are covered, as are product innovation and marketing 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). UBS is the leading global wealth management firm serving the HNW sector. It has a strong global presence, with North America and Europe its biggest markets as measured by AUM.

Scope

• In June 2023, UBS completed the acquisition of Credit Suisse in a deal valued at CHF3 billion ($3.3 billion). The integration of the various Credit Suisse businesses into UBS is expected to be completed by 2026.
• UBS is focusing on growth in the US and Asia-Pacific, introducing new digital wealth platforms for advisors and clients. For example, in July 2023, it launched the UBS e-Trade mobile app in China, providing its wealth management customers with a digital trading service.
• UBS’s sustainable investment AUM increased to $292.3 billion in 2023, up from $266 billion in 2022.

Reasons to Buy

• Examine the financial performance, key ratios, and assets under management 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.