UBS Global Wealth Management
UnverifiedUBS Global Wealth Management is the world's second-largest wealth manager, serving affluent, high net worth, and ultra high net worth clients globally with comprehensive investment, banking, and advisory services from its Swiss headquarters.
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AUM
$5.7T
Team Size
24,000
Financial Advisors
10,000
Founded
1862
Clients Served
2,500,000
Track Record
163 years
Company Information
Headquarters
Zurich, Switzerland
Firm Type
Full-Service Bank
Global Offices
Zurich, Geneva, London, New York, Hong Kong, Singapore, Tokyo, Sydney, Frankfurt, Dubai, São Paulo, Mexico City
Services Offered
Core Services
Investment Approach
Client Profile
Client Types Served
Minimum Investment
$2,000,000
Net Worth Focus
$10M-$100M, $100M+
Client Specializations
Fee Structure
Fee Types
AUM Fee Range
0.50% - 1.50%
Minimum Annual Fee
$25,000
Fee Transparency
Full Disclosure
Investment Focus
Focus Areas
Geographic Focus
Global
Investment Philosophy
Active, Passive, Hybrid, ESG-Integrated
ESG Approach
Full ESG Integration
Alternative Investment Access
Digital & Technology
Reporting
Real-time
Digital Features
Recognition & Awards
Client Satisfaction
95.89%
Global Ranking
#2
Industry Awards
About UBS Global Wealth Management
Longer than 160 years running, UBS holds tight to what Swiss banking stands for: quiet care, steady ground, trust built on staying true to clients. It began in 1862; now, its main base still sits in Zurich, linking exactitude from Switzerland with wide-reaching potential across nations.
UBS House View
From time to time, the team behind UBS's forecasts puts out a document called the House View, found within the Chief Investment Office. Instead of just guessing, they draw on deep analysis when shaping expectations about where markets might go. Because so many minds contribute - over two hundred - the thinking stays sharp and aligned across regions. What follows isn't guesswork; it's guidance shaped by rigorous work done far beyond one desk.
Wealth Way at UBS
Wealth Way at UBS comes from their own planning method, guiding people to split wealth into three areas. One part sits ready for unexpected costs - that's liquidity. Another track focuses on lasting enough to cover life as usual well into later years - this supports continuity. Then there is legacy, aimed at shaping what comes after. Clarity often follows when goals are sorted this way.
Global Family Office
When it comes to highly wealthy families, the Global Family Office offers professional setups usually seen only in big private offices. Instead of spreading reports across different banks, one system brings everything together. Learning experiences that fit future generations take center stage too. Longstanding relationships build confidence through time.
Commitment to Sustainability
One trillion dollars in client funds is set to flow into sustainable investing at UBS before 2025. Through early involvement in the Net Zero Asset Managers group, investors can balance purpose with profit. Performance stays sharp when values guide money.
Iqbal Khan
Co-President Global Wealth Management, President UBS Asia Pacific
Iqbal Khan holds the role of Co-President Global Wealth Management and President UBS Asia Pacific. His position at UBS spans strategic oversight of wealth management operations worldwide along with leadership across regional Asian markets.
Rob Karofsky
Co-President Global Wealth Management, President UBS Americas
Rob Karofsky holds the role of Co-President for Global Wealth Management at UBS, while also serving as President for UBS Americas under Rob Karofsky
This is an unverified wealth manager profile written by FundScouter and may contain inaccuracies.
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