UBS Wealth Management (UBSN) : Company Profile and SWOT Analysis

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UBS Wealth Management (UBSN) : Company Profile and SWOT Analysis Powered By Docstoc
					UBS Wealth Management

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UBS Wealth Management                                                          Key Employees
                                                                               Name                      Job Title
Fast Facts
                                                                                                         Chief Investment Officer -
                                                                               Alexander S. Friedman
Headquarters Address              Bahnhofstr. 45, Zurich , 8098, Switzerland                             UBS Wealth management
                                                                               Ann F. Godbehere          Director
Telephone                         + 41 44 2341111

                                                                               Axel A. Weber             Chairperson
Fax                               N/A

                                  www.ubs.com/global/en/wealth_manageme        Axel P. Lehmann           Director
Website
                                  nt.html
                                                                                                         None - Co-Chief Executive
                                                                               Chi-Won Yoon
Ticker Symbol, Stock Exchange     UBSN (Swiss Exchange)                                                  Officer - UBS Group APAC
                                                                               David Sidwell             Director
Number of Employees               32,304

                                                                               Helmut Panke              Director
Fiscal Year End                   December
                                                                                                         Chief Executive Officer -
Revenue (in US$ million)          12,632.00                                    James B. Broderick        UBS Wealth Management,
                                                                                                         UK & Jersey
                                                                               Joseph Yam                Director
                                                                                                         Chief Executive Officer -
                                                                                                         UBS Wealth Management
SWOT Analysis                                                                                            , None - Co-Chief
                                                                               Jurg Zeltner
                                                                                                         Executive Officer - Wealth
                                                                                                         Management & Swiss
Strengths                         Weaknesses                                                             Bank

Global presence                   Decline in operating performance
                                                                               Company Overview
Growth in client AuM              Fee-based business model
                                                                               UBS Wealth Management is the private banking
Market Leadership                 Overdependence on select regions             and wealth management arm of UBS AG, based
                                                                               in Switzerland. The bank provides financial
Support from the parent company                                                services to high-net-worth (HNWIs have a net
                                                                               worth of US$1 million or more, excluding their
                                                                               primary residence) and ultra-high-net-worth
Opportunities                     Threats
                                                                               individuals (UHNWIs have a net worth of US$30
                                                                               million or more, excluding their primary
Cost reduction initiatives        Competition                                  residence) worldwide. The bank’s operations are
                                  Foreign Account Tax Compliance Act           carried out through its two divisions - Wealth
Global HNWI market outlook                                                     Management & Swiss Bank, and Wealth
                                  in the US
                                                                               Management Americas. Major services offered
                                  Government interference and
Positive outlook for wealth
                                  regulations in the wealth management         by UBS Wealth Management include family
management companies in Asia                                                   advisory, philanthropic services, corporate
                                  industry
                                                                               employee financial services, global custody and
                                  Increase in Compliance Costs                 asset management services, precious metal
                                                                               investment and family office services.

                                                                               Key Competitors
                                                                               Barclays Wealth (Ticker: BARC)

                                                                               BNP Paribas Banque Privee (Ticker: BNP)

                                                                               Citigroup Private Bank

                                                                               Credit Suisse Private Banking (Ticker: CSGN)

                                                                               HSBC Private Bank




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UBS Wealth Management - SWOT Profile                                                                                   Page 1
UBS Wealth Management

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TABLE OF CONTENTS

1     Business Analysis .............................................................................................................................. 4
    1.1      Company Overview ......................................................................................................................................... 4
    1.2      Business Description ....................................................................................................................................... 5
    1.3      Major Products and Services ........................................................................................................................... 7
2     Recent Developments ......................................................................................................................... 8
3     SWOT Analysis ................................................................................................................................. 10
    3.1      SWOT Analysis - Overview ............................................................................................................................ 10
    3.2      Strengths ....................................................................................................................................................... 10
    3.3      Weaknesses .................................................................................................................................................. 11
    3.4      Opportunities ................................................................................................................................................. 11
    3.5      Threats .......................................................................................................................................................... 12
4     Company Statement.......................................................................................................................... 13
5     History ............................................................................................................................................... 15
6     Key Employees ................................................................................................................................. 17
7     Key Employee Biographies ............................................................................................................... 18
8     Locations and Subsidiaries .............................................................................................................. 19
    8.1      Head Office ................................................................................................................................................... 19
    8.2      Other Locations and Subsidiaries................................................................................................................... 19
9     Appendix ........................................................................................................................................... 22
    9.1      Methodology .................................................................................................................................................. 22
    9.2      Disclaimer ..................................................................................................................................................... 22




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UBS Wealth Management - SWOT Profile                                                                                                                                  Page 2
UBS Wealth Management

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List of Tables

Table 1: Major Products and Services ............................................................................................................................ 7
Table 2: History ............................................................................................................................................................. 15
Table 3: Key Employees ....................................................
				
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