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FAQs
UBS Wealth Management Peers & Key Competitors? ›
UBS Ranks 3rd in Product Quality Score
105 Customers rate UBS' Product Quality Score a 3.6/5, which ranks it 3rd against its competitors, below HSBC.
UBS Ranks 3rd in Product Quality Score
105 Customers rate UBS' Product Quality Score a 3.6/5, which ranks it 3rd against its competitors, below HSBC.
Competitors of UBS
- Rabobank.
- Goldman Sachs.
- HSBC.
- Franklin Templeton Investments.
- Credit Suisse.
Mar 28, 2022
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank.
What are the three keys to success at UBS? ›Our strong and inclusive culture is grounded in our three keys to success: our Pillars, Principles, and Behaviors. They determine what we're built on, what we stand for and how we do it.
Who is UBS biggest rival? ›UBS's competitors
- Barclays.
- Banco Santander.
- Goldman Sachs.
- Deutsche Bank.
- Credit Suisse.
- Merrill Lynch.
- Rabobank.
- Pictet.
As the world's leading only truly global wealth manager, we provide our clients with an unparalleled investment offering, insightful thought leadership, and unmatched access to opportunities and some of the best talent in the industry.
What are the top 5 wealth management companies? ›5 Best Wealth Management Firms
- Morgan Stanley.
- J.P. Morgan Chase.
- UBS.
- Wells Fargo.
- Fidelity Investments.
Jun 2, 2023
UBS client services are known for their strict bank–client confidentiality and culture of banking secrecy. Because of the bank's large positions in the Americas, EMEA, and Asia Pacific markets, the Financial Stability Board considers it a global systemically important bank.
How does UBS rank in wealth management? ›With the Credit Suisse deal, UBS became the world's second-largest wealth manager. While it has a leading position in Europe and Asia, it is only the fourth-biggest wealth manager in the U.S., where the business of managing the finances of the ultra-rich is dominated by American banks.
What are the weaknesses of UBS? ›
UBS Weaknesses
- Trader scam controversies.
- U.S tax evasion controversies have dented its brand image.
- Lack of presence in the global market as compared to other leading banks.
UBS Wealth Management accepts some clients with as little as $5,000, but other programs can have investment minimums ranging up to $5 million. Here is the full list of minimum account size requirements for the firm's different programs: Discretionary advisory programs: UBS Advice Portfolio Program: $5,000.
What is UBS best known for? ›UBS is involved in virtually all major financial activities, including retail and commercial banking, investment banking, investment management, and wealth management. UBS has a major presence around the globe and in the United States. It has its American headquarters in New York City.
What is so special about UBS? ›Investment Banking Expertise
UBS is also known for its expertise in investment banking. They provide a wide range of financial services to their clients, which generally include mergers and acquisitions consultancy, fundraisings, and underwritings.
By total assets
| Rank | Bank name | Total assets (2022) (US$ billion) |
|---|---|---|
| 17 | Banco Santander | 1,853.86 |
| 18 | Barclays | 1,823.84 |
| 19 | Japan Post Bank | 1,719.92 |
| 20 | UBS | 1,679.36 |
J.P. Morgan scored higher in 5 areas: Overall Rating, Diversity and Inclusion, Senior Management, Compensation & Benefits and Career Opportunities.
Is UBS top tier? ›The only tier one investment bank might be JPMorgan Chase because it ranks first or second globally across most product areas. Tier two would be Goldman Sachs, Barclays Capital, Credit Suisse, Deutsche Bank, and Citigroup. Examples of tier three would be UBS, BNP Paribas, and SocGen.