UBS Wealth Management - Company Profile
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UBS Wealth Management (UBSWM), the wealth management arm of UBS Group AG, offers client advisory, portfolio diversification, international wealth management and banking, alternative investments, private label funds, structured products, and market research and insights. Its family office offerings include corporate finance advisory, structured equity financing, hedge fund advisory, private equity fund advisory, asset allocation, hedging risk management, value-based investing, real estate fund advisory, philanthropy, and family advisory. It primarily serves high-net-worth individuals, wealthy families, and business clients through financial advisors. The company has a presence in the US, UK, Singapore, and Japan. UBSWM is headquartered in Zurich, Switzerland.
Headquarters
Switzerland
Address
Bahnhofstrasse 45, Zurich, 8001
Telephone
41 44 2341111
No of Employees
9,215
Industry
Financial Services
Revenue (2022)
$19.0B
UBS Wealth Management premium industry data and analytics
Products and Services
| Products | Services | Brands |
|---|---|---|
| Asset Classes: | Client Advisory | : |
| Structured Products | Portfolio Diversification | UBS |
| Private Label Funds | International Wealth Management | |
| XYZ | XYZ | |
| XYZ | XYZ | |
| XYZ | XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2023 | Acquisitions/Mergers/Takeovers | In March, the company acquired Credit Suisse. |
| 2022 | Contracts/Agreements | In September, the company and Wealthfront agreed to terminate their merger agreement. |
| 2022 | Contracts/Agreements | In April, the company and Zurich Insurance launched a leasing offer with integrated insurance coverage for small and medium enterprises in Switzerland. |
Competitor Comparison
| Key Parameters | UBS Wealth Management | Morgan Stanley Wealth Management | Bank of America Wealth Management | Credit Suisse Private Banking | Julius Baer |
|---|---|---|---|---|---|
| Headquarters | Switzerland | United States of America | United States of America | Switzerland | Switzerland |
| City | Zurich | New York City | Charlotte | Zurich | Zuerich |
| State/Province | Zurich | New York | North Carolina | Zurich | - |
| No. of Employees | 9,215 | - | - | - | 6,667 |
| Entity Type | Private | Private | Private | Private | Public |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Damian Vogel | Chief Risk Officer | Senior Management | 2023 | - |
| Mark Haefele | Chief Investment Officer | Senior Management | 2014 | - |
| Solita Marcelli | Chief Investment Officer - Americas | Senior Management | - | - |
| Paul Donovan | Chief Economist | Senior Management | - | - |
| James V. Carideo | Director - Market, San Diego | Senior Management | 2024 | - |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
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