Global Wealth Management
E696221
Global Wealth Management is UBS's core business unit that provides comprehensive financial planning, investment management, and advisory services to high-net-worth and ultra-high-net-worth clients worldwide.
Statements (49)
| Predicate | Object |
|---|---|
| instanceOf |
business unit
ⓘ
wealth management division ⓘ |
| brand | UBS Global Wealth Management NERFINISHED ⓘ |
| focusesOn |
intergenerational wealth transfer
ⓘ
long-term wealth preservation ⓘ wealth growth ⓘ |
| hasClientRelationshipModel |
personalized advisory
ⓘ
relationship manager model ⓘ |
| hasReputationFor |
comprehensive wealth advisory
ⓘ
serving affluent clients ⓘ |
| headquartersCountry | Switzerland ⓘ |
| headquartersLocation | Zurich NERFINISHED ⓘ |
| industry |
financial services
ⓘ
investment management ⓘ wealth management ⓘ |
| offersProduct |
alternative investments
ⓘ
capital markets products ⓘ credit solutions ⓘ deposit accounts ⓘ managed investment portfolios ⓘ mutual funds ⓘ structured products ⓘ |
| operatesIn |
Americas
NERFINISHED
ⓘ
Asia-Pacific NERFINISHED ⓘ Europe ⓘ Middle East ⓘ |
| parentOrganization | UBS Group AG NERFINISHED ⓘ |
| partOf | UBS NERFINISHED ⓘ |
| scope | global ⓘ |
| serviceType |
advisory services
ⓘ
cash management ⓘ discretionary investment management ⓘ estate planning advisory ⓘ family office services ⓘ financial planning ⓘ investment management ⓘ lending solutions ⓘ non-discretionary investment advisory ⓘ philanthropy advisory ⓘ portfolio management ⓘ retirement planning ⓘ wealth structuring advisory ⓘ |
| strategicImportance | core business of UBS ⓘ |
| targetCustomer |
corporate executives
ⓘ
entrepreneurs ⓘ family offices ⓘ high-net-worth individuals ⓘ ultra-high-net-worth individuals ⓘ |
| usesPlatform | UBS global investment platform NERFINISHED ⓘ |
Referenced by (1)
Full triples — surface form annotated when it differs from this entity's canonical label.