ubs-global-wealth-management-bank

Unclaimed ubs.com fintech-financial-services

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Overview

Tagline Brand's website · 2026-10-04

Extensive global reach, comprehensive suite of integrated financial services, specialized expertise in complex wealth situations, and a strong brand reputation built over decades.

Description Brand's website · 2026-10-04

A division of UBS Group AG, providing comprehensive financial advice and solutions to wealthy individuals, families, and institutional clients globally. Services include investment management, financial planning, and lending.

Offerings

Core capabilities Brand's website · 2026-10-04

  • Investment management
  • financial planning
  • wealth structuring
  • lending
  • philanthropy advice
  • estate planning
  • brokerage services.

Pricing Brand's website · 2026-10-04

Primarily asset-under-management (AUM) fees, performance-based fees, and transactional commissions for certain services.

Audience

Target industry Brand's website · 2026-10-04

High-net-worth individuals, ultra-high-net-worth individuals, families, and select institutional clients globally.

Landscape

Competitors Brand's website · 2026-10-04

  • J.P. Morgan Private Bank
  • Morgan Stanley Wealth Management
  • Merrill Lynch Wealth Management
  • Goldman Sachs Private Wealth Management
  • Citi Private Bank
  • HSBC Global Private Banking

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Page last updated 2026-10-17.