1. Market Research
  2. > Financial Services
  3. > Banking
  4. > Private Banking Market Trends
  5. > Super League In-Depth Analysis: UBS

Super League In-Depth Analysis: UBS

  • April 2014
  • -
  • Verdict Financial
  • -
  • 33 pages

Summary
In this in-depth analysis series Verdict Financial puts the world's largest wealth managers under the microscope to examine their recent financial performance as well as their strategies for growth and customer targeting.


Synopsis
- Examine UBS's financial performance and key ratios and benchmark these against other global wealth managers.
- Explore UBS's recent Mandamp;A and growth strategies and their impact on the bank's AUM growth and financial performance.
- Learn more about UBS's client targeting strategies and examine whether these have been successful.

Reasons To Buy
- What are UBS's recent Mandamp;A and organic growth highlights?
- What is UBS's group level and wealth management unit financial performance?
- Which customer markets does UBS aim to target?
- How does UBS market and promote itself?

Key Highlights
UBS's wealth management unit has seen its contribution to the broader group's revenues fluctuate sharply, from over 55% in 2009 to just under 40% in 2010. The refocus of UBS Wealth Management on "traditional" wealth management business has however stabilized its contribution to around 50%.

The Global Family Office unit is a joint operation between UBS's wealth management and investment banking units, focusing on the UHNW side of the business. While efforts to increase its presence in the UHNW space have paid off, the Global Family Office unit remains relatively small and still has significant upside potential.

Mass staff departures and reputational damage led to years of underperformance in UBS's US operations. A focus on larger client portfolios and an aggressive recruitment drive have helped to significantly improve the profitability of UBS Wealth Management (Americas).

Table Of Contents

Super League In-Depth Analysis: UBS

View This Report »

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 24 Million searchable statistics with tables, figures & datasets
  • More than 10,000 trusted sources
24/7 Customer Support

Talk to Ahmad

+1 718 618 4302

Purchase Reports From Reputable Market Research Publishers
Wealth Management Super League 2016; Comparing the performance of the world%s leading wealth managers

Wealth Management Super League 2016; Comparing the performance of the world%s leading wealth managers

  • $ 5250
  • Industry report
  • October 2016
  • by Verdict Financial

Summary At the end of 2015, client assets booked with the world's 25 leading private wealth managers grew by 0.9%. The top three rankings remained unchanged, with Switzerland's UBS leading the way, followed ...

Discretionary Asset Management: HNW Demand and Drivers

Discretionary Asset Management: HNW Demand and Drivers

  • $ 5250
  • Industry report
  • November 2016
  • by Verdict Financial

Summary Globally over half of HNW investment portfolios are placed in discretionary mandates. However, the uptake of these services differs by country. While wealth managers in developed economies such ...

2017: Trends to Watch in Global Wealth Management

2017: Trends to Watch in Global Wealth Management

  • $ 5250
  • Industry report
  • December 2016
  • by Verdict Financial

Summary The wealth management industry has been undergoing transformation since the financial crisis, and 2017 will be another year marked with changes to business models and the way providers interact ...


ref:plp2014

Reportlinker.com © Copyright 2017. All rights reserved.

ReportLinker simplifies how Analysts and Decision Makers get industry data for their business.