What is UBS wealth way?
UBS Wealth Way is an approach that can help you manage risks and take advantage of opportunities. It incorporates three key strategies: Liquidity. Longevity. Legacy.
What are the fees for UBS wealth management?
Most programs do not have a minimum annual fee. For most UBS investment programs, the maximum annual fee is 2.50% of assets under management. This maximum rate applies to both the UBS Managed Portfolio Program and to UBS non-discretionary programs.
Is UBS wealth management a bank?
UBS is the preeminent universal bank in Switzerland, the only country where we operate in all five of our business areas: personal banking, wealth management, corporate and institutional clients , investment bank and asset management.
How large is UBS wealth management?
Global Wealth Management As of 2018, UBS manages the largest amount of private wealth in the world, counting approximately half of the world’s billionaires among its clients. More than 60% of total invested assets in UBS Wealth Management belong to individuals with a net worth of CHF 10 million or more.
Who is joining UBS as a private wealth advisor?
Washington, D.C., August 24, 2020 – UBS Private Wealth Management (PWM) today announced that Private Wealth Advisors John Hanley, Colin McKay and Michael Francis will be joining UBS. The team collectively manages over $3 billion in client assets.
Who provides wealth management services in the US?
Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services.
How many employees does UBS have?
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 31% of its employees working in the Americas, 32% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 18% in Asia Pacific. UBS Group AG employs over 67,000 people around the world.
What does UBS focus on?
The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook. UBS is present in all major financial centers worldwide.