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    UBS

    Category
    Private Bank
    HQ
    Switzerland

    UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centres as the largest Swiss banking institution in the world.

    Key Company Info

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    Company

    Facts about the company

    AuM

    CHF 2260bn*

    Founded
    Year of Foundation

     

    Clients

    Facts about the clients

    Focus
    • Single-family offices
    • Multi-family offices
    • UHNW Individuals

    UBS's Vision

    The Foundation for everything we do is Capital strength, Efficiency and effectiveness & Risk management.

    What matters to the next generation?

    Beyond service offering and financial returns, there are other factors that we also compare different providers on.

    Clear purpose

    Having a clearly communicated purpose that tells us "why" they exist and what they stand for.

    Transparency

    In the Google age, transparency is key. How do they practice openness and collaboration?

    Authentic sustainability

    Everyone's talking about sustainability these days. We look at who is walking the walk. 


    Equality & diversity

    Concerns around equality and diversity are now mainstream, but who is practicing what they preach?

    Agility

    In an ever evolving business reality, the ability to be agile and adapt in realtime is crucial. 


    Digital excellence

    Today where digital is a given, we explore how integrated are they to this new reality?

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