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UBS Global Wealth Management:企业简介

UBS Global Wealth Management 2021 - Competitor Profile

出版日期: | 出版商: GlobalData | 英文 40 Pages | 订单完成后即时交付

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  • 全貌
  • 简介
  • 目录
简介

UBS总公司在瑞士,是在世界45个国家以上拥有管理事业的国际金融企业,其运用资产 (AUM) 规模为世界最大。该公司的资产管理业务 (UBS Global Wealth Management),以超级富豪阶级 (UHNW) 市场区隔为对象展开资产管理业务,以南北美洲、欧洲为中心构筑强大存在感。

本报告提供UBS Global Wealth Management的数位平台的引进、活用状况相关分析,该公司业绩趋势和企业发展情形,数位策略的倾向与最新趋势 - 数位行销,社群媒体,各种革新等 -,今后的策略展开、客户获得的建议等资讯汇整,为您概述为以下内容。

目录

目录

  • 摘要整理
  • 策略
  • 财务成果
  • 客户与产品
  • 行销与广告

附录

目录
Product Code: GDFS0487CA

GlobalData's 'UBS Global Wealth Management 2021 - Competitor Profile' provides a comprehensive analysis of UBS' private banking and wealth management operations. It offers insights into the company's strategy and financial performance, including key data on AUM. 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 45 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

  • UBS is the leading wealth management firm serving the ultra-high-net-worth (UHNW) segment. It has a strong global presence, with the Americas and Europe being its biggest markets as measured by its AUM.
  • In 2021, UBS restructured its UK business unit, which will help the group diversify its growth opportunities and better serve its clients in this market.
  • UBS is focusing on growth in the US and Asia Pacific markets by introducing new digital wealth platforms. In the US, the group is building its Wealth Management Americas Platform, which will complete its first phase by 2021. In Asia, it is going to launch a digital banking platform in 2021.
  • The group is investing in digital platforms for advisors and clients. Its portfolio management platform called My Way allows investors to customize their portfolios based on their preferred investment themes, accruing AUM of $3.7bn in its first year. In addition, its Assets Wizard tool provides wealth clients with a holistic view of their wealth across all asset classes and ease of interaction with financial advisors.
  • UBS Global Wealth Management is bringing innovation to its investment practice and focusing on a sustainable investing model. The group had an AUM worth $6.9bn in sustainable development goals in 2020, surpassing it's $5bn target for 2021.

Reasons to Buy

  • Examine the financial performance, key ratios, and AUM growth of UBS and its Global Wealth Management division and benchmark this competitor against other global wealth managers.
  • Understand UBS Global Wealth Management's current strategic objectives and their impact on its financial performance.
  • Discover UBS Global Wealth Management's key products and client targeting strategies and examine whether these have been successful.
  • Learn more about UBS Global Wealth Management's marketing strategy, social media presence, and digital innovations.

Table of Contents

Table of Contents

  • Executive Summary
  • Strategy
  • Financial Performance
  • Customers & Products
  • Marketing & Advertising

Appendix