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UBS Global Wealth Management - Competitor Profile

Publisher GlobalData
Published Jun 07, 2023
Length 43 Pages
SKU # GBDT18015855

Description

UBS Global Wealth Management - Competitor Profile


Summary

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 organization with a physical wealth management presence in over 50 countries. It operates through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. UBS is the world’s largest wealth manager as measured by assets under management (AUM).

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.

Table of Contents

43 Pages
Executive Summary
Strategy
Financial Performance
Customers and Products
Brand-Building Activities
Appendix
List of Tables
Table 1: Chile - Guaranteed Minimum Pension
Table 2: Insurance Industry Definitions
Table 3: Chile-Country Statistics, 2022
Table 4: Chile - Guaranteed Minimum Pension
Table 5: Chile - Retirement Benefits, Contributions by Insured Individuals 2022
Table 6: Chile - Retirement Benefits, Contributions by Employers
Table 7: Chile - Retirement Benefit, Contributions by the Government
Table 8: Chile - Short-Term Sickness Benefits, Public System Contributions Rates
Table 9: Chile - Short-term Sickness Benefits, Private System Contributions Rates
Table 10: Chile - Workmen’s Compensation, Payment Options
Table 11: Chile - Workmen’s Compensation, Contributions Rates
Table 12: Chile - Family Benefits, Annual Amount Paid for Women’s Work Grant
Table 13: Chile - Unemployment Benefits, Monthly Amount Paid Under Employment Relationship System
Table 14: Chile - Unemployment Benefits, Monthly Amount Paid Under Mandatory Individual Account
Table 15: Chile - Unemployment Benefits, Minimum and Maximum Monthly Amount Paid Under Mandatory Individual Account, 2022
Table 16: Chile - Public Holidays, 2023

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