UBS Global Wealth Management：企業プロファイル

UBSはスイスに本社を置き、世界45ヶ国以上で資産管理事業を展開している国際的金融企業で、その運用資産 (AUM) 規模は世界最大級となっています。同社の資産管理業務 (UBS Global Wealth Management) は、超富裕層 (UHNW) セグメントを対象とした資産管理業務を展開し、南北アメリカ・欧州を中心に強力なプレゼンスを構築しています。

UBSでは近年、最新鋭のデジタル資産管理プラットフォームを導入して、米国やアジア太平洋での市場開拓・成長に努めています。米国では新規プラットフォーム (Wealth Management Americas Platform) を構築中で、2021年中の稼働を予定しています。また、投資アドバイザーや顧客向けデジタルプラットフォームにも投資し、顧客がモバイルツールで資産の全体的状況を把握し、投資アドバイザーとやり取りし易くなるようにしています。

当レポートでは、UBS Global Wealth Managementにおけるデジタルプラットフォームの導入・活用状況について分析し、同社の業績動向や事業展開状況、デジタル戦略の傾向と最新動向 - デジタルマーケティング、ソーシャルメディア、各種イノベーションなど -、今後の戦略展開・顧客獲得のための提言、といった情報を取りまとめてお届けいたします。

目次

目次

• エグゼクティブサマリー
• 戦略
• 財務実績
• 顧客と製品
• マーケティングと広告

付録

GlobalData's 'UBS Global Wealth Management 2021 - Competitor Profile' provides a comprehensive analysis of UBS' private banking and wealth management operations. It offers insights into the company's strategy and financial performance, including key data on AUM. Customer targeting and service propositions are covered, as are product innovation and marketing activities.

Headquartered in Switzerland, UBS is a global organization with a physical wealth management presence in over 45 countries. It operates through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. UBS is the world's largest wealth manager as measured by assets under management (AUM).

Scope

• UBS is the leading wealth management firm serving the ultra-high-net-worth (UHNW) segment. It has a strong global presence, with the Americas and Europe being its biggest markets as measured by its AUM.
• In 2021, UBS restructured its UK business unit, which will help the group diversify its growth opportunities and better serve its clients in this market.
• UBS is focusing on growth in the US and Asia Pacific markets by introducing new digital wealth platforms. In the US, the group is building its Wealth Management Americas Platform, which will complete its first phase by 2021. In Asia, it is going to launch a digital banking platform in 2021.
• The group is investing in digital platforms for advisors and clients. Its portfolio management platform called My Way allows investors to customize their portfolios based on their preferred investment themes, accruing AUM of $3.7bn in its first year. In addition, its Assets Wizard tool provides wealth clients with a holistic view of their wealth across all asset classes and ease of interaction with financial advisors.
• UBS Global Wealth Management is bringing innovation to its investment practice and focusing on a sustainable investing model. The group had an AUM worth $6.9bn in sustainable development goals in 2020, surpassing it's $5bn target for 2021.

Reasons to Buy

• Examine the financial performance, key ratios, and AUM growth of UBS and its Global Wealth Management division and benchmark this competitor against other global wealth managers.
• Understand UBS Global Wealth Management's current strategic objectives and their impact on its financial performance.
• Discover UBS Global Wealth Management's key products and client targeting strategies and examine whether these have been successful.
• Learn more about UBS Global Wealth Management's marketing strategy, social media presence, and digital innovations.

Table of Contents

Table of Contents

• Executive Summary
• Strategy
• Financial Performance
• Customers & Products
• Marketing & Advertising

Appendix