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

  • Money20/20: Things We Learned
    Published: 10-Nov-2017        Price: US 3450 Onwards        Pages: 19
    Money20/20: Things We Learned Summary GlobalData's "Money20/20: Things We Learned", offers commentary and analysis of the key subjects covered at this year's Money20/20 event in Las Vegas. Money20/20 is one of the biggest and most important events on the financial services calendar. Speakers from a wide range of organizations, covering financial services and other industries, provided their views and insights on a variety of subjects relevant to banki......
  • Global Credit Insurance Market Size, Status and Forecast 2022
    Published: 08-Nov-2017        Price: US 3300 Onwards        Pages: 97
    This report studies the global Credit Insurance market, analyzes and researches the Credit Insurance 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 - Euler Hermes - Atradius - Coface - Zurich - Credendo Group - QBE Insurance - Cesce Market segment by Regions/Countries, this report covers - United States - EU......
  • Payments in India 2017: What Consumers Want
    Published: 17-Oct-2017        Price: US 3450 Onwards        Pages: 46
    Payments in India 2017: What Consumers Want Summary India remains a cash-driven economy, and stands as the second-largest consumer market globally. Cash accounts for 96.8% of total payment transaction volume. This is due to a lack of adequate banking infrastructure, limited awareness of electronic payments, and low acceptance at retailers. The share of cash is anticipated to fall gradually over the forecast period (2017-2021), as a result of initiatives by the centr......
  • Payments Landscape in India: Opportunities and Risks to 2021
    Published: 17-Oct-2017        Price: US 2750 Onwards        Pages: 55
    Payments Landscape in India: Opportunities and Risks to 2021 Summary India remains a cash-driven economy, and stood as second-largest consumer market globally. Cash accounts for 96.8% of total payment transaction volume. This is due to a lack of adequate banking infrastructure, limited awareness of electronic payments, and low acceptance at retailers. The share of cash is anticipated to fall gradually over the forecast period (2017-2021) as a result of initiatives b......
  • Payments in Mexico 2017: What Consumers Want
    Published: 17-Oct-2017        Price: US 3450 Onwards        Pages: 46
    Payments in Mexico 2017: What Consumers Want Summary Cash remains the preferred form of consumer payments, especially among the rural population, primarily due to limited knowledge of payment cards or limited access to banking infrastructure. Cash is primarily used for making small-value payments at retailers, and for the payment of utility bills, taxes, and transport fares. A significant proportion of the population is engaged in informal activities, including farm......
  • Payments Landscape in Mexico: Opportunities and Risks to 2021
    Published: 17-Oct-2017        Price: US 2750 Onwards        Pages: 56
    Payments Landscape in Mexico: Opportunities and Risks to 2021 Summary Cash remains the preferred form of consumer payments, especially among the rural population, primarily due to limited knowledge of payment cards or limited access to banking infrastructure. Cash is primarily used for making small-value payments at retailers, and for the payment of utility bills, taxes, and transport fares. A significant proportion of the population is engaged in informal activitie......
  • Payments in the US 2017: What Consumers Want
    Published: 17-Oct-2017        Price: US 3450 Onwards        Pages: 46
    Payments in the US 2017: What Consumers Want Summary United States payment card market is highly mature and competitive, and features a wide range of card-issuing and alternative payment brands (including peer-to-peer [P2P], e-commerce, and mobile proximity payments). Consumers have a great deal of choice as a result, and there are a wide variety of specialized and generalist products available for consumers to use. However, this diversity has also led to a fragment......
  • Payments Landscape in the US: Opportunities and Risks to 2021
    Published: 17-Oct-2017        Price: US 2750 Onwards        Pages: 53
    Payments Landscape in the US: Opportunities and Risks to 2021 Summary United States payment card market is highly mature and competitive, and features a wide range of card-issuing and alternative payment brands (including peer-to-peer [P2P], e-commerce, and mobile proximity payments). Consumers have a great deal of choice as a result, and there are a wide variety of specialized and generalist products available for consumers to use. However, this diversity has also ......
  • Global Risk Report Quarterly Update: Q2 2017
    Published: 17-Oct-2017        Price: US 1100 Onwards        Pages: 67
    Global Risk Report Quarterly Update: Q2 2017 Summary The third update version of GlobalData Country Risk Index (GCRI) Q2 2017 ranks Singapore at the top followed by Sweden and New Zealand. 30 countries were identified in the very low risk zone, 34 countries in the low risk zone, 39 countries under manageable risk, 25 countries under high risk and 8 countries in the very high risk zone in GCRI Q2 2017. Reverse globalization, cyber crimes, geo-political......
  • 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