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Super League In-Depth Analysis: UBS Wealth Management 2017 - Tracking the world’s major competitors in wealth management

Super League In-Depth Analysis: UBS Wealth Management 2017 - Tracking the world’s major competitors in wealth management

Summary

Super League In-Depth Analysis: UBS Wealth Management 2017, competitor profile provides a comprehensive analysis of UBS’ wealth management operations. It offers insight into the company’s strategy, financial results, and marketing activities. It also covers recent M&A activity, customer targeting, and product innovation.

Headquartered in Switzerland, UBS is a global organization with a presence in 52 countries. It operates through five business divisions: Wealth Management, Wealth Management Americas, Personal and Corporate Banking, Asset Management, and Investment Bank. UBS is the world’s largest wealth manager as measured by assets under management (AUM).

What else is contained -

  • Insight into UBS Wealth Management’s growth strategy.
  • Overview of the firm’s organizational structure.
  • Clear presentation of its geographical coverage and expansion strategy, including M&A activity.
  • Analysis of the firm’s financial performance, including comparison with other global wealth managers.
  • Examination of key target client groups.
  • Analysis of UBS Wealth Management’s product and service proposition and how it is unique compared to those of its competitors.
  • Review of UBS Wealth Management’s marketing and social media activities.
Scope
  • UBS has a strong global presence and a broad client base. As measured by AUM, the Americas and Europe are its biggest markets.
  • UBS seeks to increase its market share in the UHNW and Family Offices segment, and has recently launched Family Office Compass for UHNW families. It also acquired Banque Leonardo in France. UBS’s dwindling revenues impacted profitability in 2016, while AUM increased supported by better market performance.
  • Through its UBS Unique program, UBS is aiming to capture the growing HNW female client base to generate high revenue growth over the next five years.
Reasons to buy
  • Examine the financial performance and key ratios for UBS Wealth Management and benchmark this competitor against other global wealth managers.
  • Explore UBS Wealth Management’s recent M&A and growth strategies and their impacts on its AUM growth and financial performance.
  • Understand UBS Wealth Management’s client targeting strategies and examine whether these have been successful.
  • Learn more about UBS Wealth Management’s marketing strategy, social media presence, and digital innovations.


  • Executive Summary
    • Company Overview
    • 2016 financial figures
    • Key findings
    • SWOT analysis
  • Strategy
    • UBS operates two dedicated wealth management divisions
    • UBS Wealth Management is expanding its onshore presence to ensure proximity to customers
    • UBS Wealth Management has made recent senior management appointments
    • AUM per advisor increased driven by net new money inflows
    • UBS's wealth management business has a strong presence globally
    • UBS operates through an integrated model in its home market of Switzerland
    • UBS Wealth Management Americas manages over $1tn in assets
    • UBS Wealth Management is growing business through organic growth and selective acquisitions
  • Financial Performance
    • UBS's dwindling revenues impacted profitability in 2016
    • Group performance
    • UBS wealth management profit declined for the first time since 2012
    • UBS WM and WMA performance
    • UBS wealth management's cost/revenue ratio lags behind the competitor average
    • UBS WM and WMA cost/revenue ratio
    • Wealth management contribution to group revenues
    • Net new money growth was driven by Europe and Asia Pacific
    • UBS WM and WMA performance
    • Wealth management AUM grew supported by a positive market performance
  • Customers & Products
    • UBS Wealth Management clients can access a range of services
    • UBS offers a variety of specialist services to UHNW clients
    • UBS Wealth Management's Family Office gives clients access to specialized services
    • UBS WMA serves a wide range of wealth classes
    • UBS Wealth Management is developing strategies to target wealthy women
    • UBS Wealth Management offers philanthropic and sustainable investment services
    • UBS's wealth management divisions are launching technologydriven products for advisors
    • UBS WM is also introducing digital services for clients
  • Marketing & Advertising
    • UBS Group is a prominent supporter of arts and culture
    • UBS is highly supportive of entrepreneurship and education
    • UBS Optimus Foundation works to make children ready for the future
    • UBS Group is active on social media, while UBS Wealth Management has a limited presence
  • Appendix
    • Abbreviations, acronyms, definitions
    • Exchange rates
    • Methodology
    • Primary sources
    • Secondary sources
    • Further reading

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