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
  • -
  • GlobalData
  • -
  • 33 pages


Table of Contents

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.

- 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).

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 60 Million searchable statistics with tables, figures & datasets
  • More than 25,000 trusted sources
Get This Report
24/7 Customer Support

Talk to Veronica

+1 718 514 2762

Purchase Reports From Reputable Market Research Publishers
Advisory Asset Management: HNW Demand and Drivers

Advisory Asset Management: HNW Demand and Drivers

  • $ 5250
  • Industry report
  • March 2017
  • by GlobalData

Advisory Asset Management: HNW Demand and Drivers Summary Globally over 25% of HNW individual’s portfolio is invested via advisory services, with markets in Asia Pacific displaying the strongest affinity ...

2017: Trends to Watch in Global Wealth Management

2017: Trends to Watch in Global Wealth Management

  • $ 5250
  • Industry report
  • December 2016
  • by GlobalData

2017: Trends to Watch in Global Wealth Management Summary Global uncertainty will continue to keep investors busy in 2017. Most notably, ongoing Brexit negotiations, the effects of the Italian referendum, ...

Wealth in the US: HNW Investors

Wealth in the US: HNW Investors

  • $ 3450
  • Industry report
  • February 2017
  • by GlobalData

Wealth in the US: HNW Investors Summary GlobalData’s “Wealth in the US: HNW Investors” report analyzes the investing preferences and portfolio allocation of US HNW investors. The report is based ...


Reportlinker.com © Copyright 2017. All rights reserved.

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