Wealth Management (US)
Business Profile
Core Value Proposition
Wealth Management provides an extensive suite of financial services, investment solutions and personalized advice for discerning investors and families globally.
Target Customer
Discerning investors and families globally seeking personalized financial guidance and investment solutions, including US-based high-net-worth individuals, intermediaries and institutional investors.
Key Differentiator
Global, integrated platform combining Wealth Management with Asset Management and Investment Bank capabilities, under UBS's emphasis on strength and stability.
Implementation Timeline
Not specified
Pain Points
- 1Need for personalized financial advice and investment solutions for complex portfolios
- 2Access to a broad range of asset classes and markets
- 3Desire for a globally backed wealth manager with strong stability and reputation
Key Features
- 1Personalized financial advice
- 2Investment solutions across traditional and alternative asset classes
- 3Global research and insights (e.g., Global Wealth Report, Own your worth)
- 4Integrated capabilities across Wealth Management, Asset Management and Investment Bank
- 5Security awareness and fraud prevention guidance
Target Customer Industries
Client Results
- 1Not disclosed in content
Competitive Advantages
- 1Global, truly global wealth manager with cross-capability integration
- 2Strength and stability of UBS/UBS assets
- 3Access to insights and reports (e.g., Global Wealth Report)
Key Benefits
Additional Product Information
Product Description
An extensive suite of financial services, investment solutions and personalized advice for discerning investors and families globally.
Target Market
Discerning investors and families globally, including US-based clients seeking wealth management services.
Unique Value Proposition
Global, integrated wealth management with personalized advice and broad asset class access, backed by UBS's stability and cross-divisional capabilities.
Technical Requirements
Not specified
Pricing Model
Not specified
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