Super League In-Depth Analysis: UBS 2016

Publisher Name :
Date: 14-Sep-2016
No. of pages: 50
Inquire Before Buying

Summary

UBS conducts its wealth management activities under two divisions: UBS Wealth Management and UBS Wealth Management Americas. UBS has a strong global presence and a broad client base - Asia Pacific being a key growth market. As measured by AUM, the Americas and EMEA are the biggest markets.

Key Findings


  • UBS seeks to increase the share of assets managed under mandates and has launched UBS Advice to target the demand for advisory mandates.

  • UBS Wealth Management has a number of strategic initiatives to bring the firm forward, as outlined in its Q2 2016 results. It will optimize its operating model by introducing one global booking platform, consolidating EU onshore entities and streamlining non-client facing units. It also intends to increase collaboration with UBS Wealth Management Americas.

  • In June 2016 UBS Wealth Management Americas announced that it is introducing a new operating model. A number of changes will be made, including streamlining the organization and delayering the organizational structure. In addition, UBS Wealth Management Americas has updated its advisor compensation model.

  • Regarding MandA, the most notable recent developments are UBS's May 2015 exit from its Australian wealth management business and the May 2016 launch of a strategic partnership with US-based robo-advisor SigFig.

  • UBS Wealth Management kept its asset under management steady between 2014 and 2015, with assets growing only by 0.1%. Meanwhile UBS Wealth Management Americas saw a modest increase of $1bn. This was due to an inflow of net new money of $21.4bn that was mostly offset by negative market performance of $20bn.

  • Net new money has been positive since 2011, with Asia Pacific and the markets served by UBS Wealth Management Americas regularly accounting for the largest share of the inflows.


Synopsis

Verdict Financial's "Super League In-Depth Analysis: UBS 2016" report is a comprehensive analysis of UBS's private banking operations. It offers insight into the company's strategy, financial results, and marketing activities. It also covers the bank's recent merger and acquisition (MandA) activity, customer targeting, and product innovation.

Insight into UBS's growth strategy.


  • Overview of the firm's organizational structure.

  • Clear presentation of its geographical coverage and expansion strategy, including MandA activity.

  • Analysis of the firm's financial performance at group and divisional level, including comparison to other global wealth managers.

  • Examination of the key target client groups.

  • Analysis of UBS's product and service proposition and how it is unique compared to its competitors'.

  • Review of UBS's marketing and social media activities at group and divisional level.


Reasons To Buy


  • Examine the financial performance and key ratios for UBS and benchmark this competitor against other global wealth managers.

  • Explore UBS's recent MandA and growth strategies and their impacts on its AUM growth and financial performance.

  • Understand UBS's client targeting strategies and examine whether these have been successful.

  • Learn more about UBS's marketing strategy and social media presence.


Companies Mentioned


  • UBS

  • UBS Wealth Management

  • UBS Wealth Management Americas

  • SigFig

  • Credit Suisse

  • Crestone

  • Resonance

  • Optimus Foundation

  • Ernst and Young

  • EY

  • Center for Design Thinking and Innovation

  • Swisscom

  • Swiss Life

  • Art Base

  • Guggenheim

  • Formula 1

Super League In-Depth Analysis: UBS 2016

Table of Contents

1. Executive Summary
2. Strategy
3. Financial Performance
4. Customers and Products
5. Marketing and Advertising
6. Appendix

  • Global Cash Management Systems Market Size, Status and Forecast 2022
    Published: 13-Dec-2017        Price: US 3300 Onwards        Pages: 91
    This report studies the global Cash Management Systems market, analyzes and researches the Cash Management Systems development status and forecast in United States, EU, Japan, China, India and Southeast Asia. This report focuses on the top players in global market, like - Intimus - Cash Management Solutions - Sopra Banking - National Cash Management Systems (NCMS) - Giesecke & Devrient GmbH - AURIONPRO - Oracle - NTT DATA EMEA Ltd. -......
  • Global Financial Leasing Market Size, Status and Forecast 2022
    Published: 12-Dec-2017        Price: US 3300 Onwards        Pages: 94
    This report studies the global Financial Leasing market, analyzes and researches the Financial Leasing development status and forecast in United States, EU, Japan, China, India and Southeast Asia. This report focuses on the top players in global market, like - CDB Leasing - ICBC Financial Leasing Co., Ltd - BOC Aviation - Minsheng Financial Leasing Co., Ltd - CMB Financial Leasing Market segment by Regions/Countries, this report covers - U......
  • North America Collateralized Debt Obligation Market by Manufacturers, Countries, Type and Application, Forecast to 2022
    Published: 11-Dec-2017        Price: US 4480 Onwards        Pages: 118
    A collateralized debt obligation (CDO) is a type of structured asset-backed security (ABS). Originally developed for the corporate debt markets, over time CDOs evolved to encompass the mortgage and mortgage-backed security ("MBS") markets. Scope of the Report: This report focuses on the Collateralized Debt Obligation in North America market, especially in United States, Canada and Mexico. This report categorizes the market based on manufacturers, countries, type and applica......
  • Global Algorithmic Trading Market by Manufacturers, Countries, Type and Application, Forecast to 2022
    Published: 08-Dec-2017        Price: US 3480 Onwards        Pages: 120
    This report studies the Algorithmic Trading market, Algorithmic trading is a method of executing a large order (too large to fill all at once) using automated pre-programmed trading instructions accounting for variables such as time, price, and volume to send small slices of the order (child orders) out to the market over time. Scope of the Report: This report focuses on the Algorithmic Trading in Global market, especially in North America, Europe and Asia-Pacific, South Am......
  • Payments in Italy 2017: What Consumers Want
    Published: 24-Nov-2017        Price: US 3450 Onwards        Pages: 45
    Payments in Italy 2017: What Consumers Want Summary "Payments in Italy 2017: What Consumers Want", report examines the consumer payments market in Italy, considering payment cards, online payments, P2P payments, and newer payment technologies such as mobile wallets and contactless. The report also examines the main regulatory players overseeing the market. Despite being the fourth-largest economy in Europe in terms of nominal GDP, Italians have remain......
  • Payments Landscape in Italy: Opportunities and Risks to 2021
    Published: 24-Nov-2017        Price: US 2750 Onwards        Pages: 54
    Payments Landscape in Italy: Opportunities and Risks to 2021 Summary GlobalData's "Payments Landscape in Italy: Opportunities and Risks to 2021", report provides detailed analysis of market trends in the Italian cards and payments industry. It provides values and volumes for a number of key performance indicators in the industry, including credit transfers, direct debit, cash, payment cards, and cheques during the review-period (2013-17e). The report ......
  • Payments in Germany 2017: What Consumers Want
    Published: 24-Nov-2017        Price: US 3450 Onwards        Pages: 46
    Payments in Germany 2017: What Consumers Want Summary "Payments in Germany 2017: What Consumers Want", report examines the consumer payments market in Germany, considering payment cards, online payments, P2P payments, and newer payment technologies such as mobile wallets and contactless. The report also examines the main regulatory players overseeing the market. Germany has a strong economy and high levels of financial inclusion, despite German consum......
  • Payments Landscape in Germany: Opportunities and Risks to 2021
    Published: 24-Nov-2017        Price: US 2750 Onwards        Pages: 57
    Payments Landscape in Germany: Opportunities and Risks to 2021 Summary GlobalData's "Payments Landscape in Germany: Opportunities and Risks to 2021", report provides detailed analysis of market trends in the German cards and payments industry. It provides values and volumes for a number of key performance indicators in the industry, including credit transfers, direct debit, cash, payment cards, and cheques during the review-period (2013-17e). The repo......
  • Global (North America, Europe and Asia-Pacific, South America, Middle East and Africa) Credit Insurance Market 2017 Forecast to 2022
    Published: 23-Nov-2017        Price: US 4880 Onwards        Pages: 120
    Trade credit insurance or credit insurance is an insurance policy and a risk management product offered by private insurance companies and governmental export credit agencies to business entities wishing to protect their accounts receivable from loss due to credit risks such as protracted default, insolvency or bankruptcy. Credit insurance product is a type of property and casualty insurance.Scope of the Report:This report focuses on the Credit Insurance in Global market, ......
  • SERVICES
    Value for Money
    We believe in "optimum utilization of available budget and resources". While servicing our clients' (your) market research requirements, we keep the same approach in focus to help you get the best value for your $$s.
    Ever Growing Inventory
    Ranging from the smallest feasible / required data (datasheets, data facts, SWOT analysis, company profiles, etc) to full research reports that help you make decisions, our inventory is updated almost on a daily basis with the latest industry reports from domain experts that track more than 5000 niche sectors.
    One Stop Solution
    Need a custom research report on medical devices market? Require all available business intelligence on 3D printing industry? Exploring F&B sector of a particular country/region? RnRMarketResearch.com is your one-stop-solution to all market intelligence needs. We not only offer custom research and consulting services, we also "bundle" reports to meet your needs and help you fetch the data analysis you require for your business.
    Dedicated Client Engagement
    Not limited to only "finding" relevant reports for you, our client engagement team dedicates its efforts to understand your "business need" and accordingly maps available research data to help you move forward. Call "your" client engagement executive any time of your day and get your questions answered in order to make the correct business decision.
    Saving Time and Efforts
    Simply share your research requirement details with us and let us do all the hard work to find required intelligence for you. When you add up our "one stop solution" and "dedicated client engagement" services mentioned above, you obviously know the time and effort saving you do by working with us.
    Payment Flexibility
    Working with Fortune 500 organizations, we understand the importance of being flexible for payments. Share your payment terms with us and we will surely match up to them to ensure you get access to required business intelligence data without having to wait for the payment to be done.
    Post-Purchase Research Support
    Have questions after reading a report / datasheet bought through us? Not sure about the methodology used for data available in the research? Talk to us / Share your questions with us and if required, we will connect you with the analyst(s)/author(s) of the report(s) and ensure you get satisfactory answers for the same. Need more data / analysis / report(s) on the topic of your research/project? The RnRMarketResearch.com team is here for you 24X7 to support you with your post-purchase requirements. Subscription Offers & Packages (Get in touch with us for more details - sales@rnrmarketresearch.com / +1 888 391 5441 )
    • Ad Hoc
    • Pay - as - you - go / Bucket Subscriptions
    • Fixed Cost for #of reports
    • Customize / Personalize as per your needs