Provider profile
UBS Wealth Management
Global private bank / wealth manager
Global private bank and wealth manager, with a London booking centre described on the reviewed pages.
Profile summary
- Provider model
- Global private bank
- Primary audience
- HNW and UHNW clients, including family-office relationships
- Eligibility
- Depends on residence
Coverage
Why WiT Access covers this provider
WiT Access includes UBS Wealth Management in its private banking comparison because global private bank and wealth manager, with a London booking centre described on the reviewed pages. It is set beside other providers on service model, client focus and cross-border scope.
At a glance
- Provider type
- Global private bank
- Primary service
- Private banking
- Client type
- HNW and UHNW clients, including family-office relationships
- Featured service areas
- Private banking
- Official website
- www.ubs.com/uk/en/wealthmanagement/what-we-offer.html
Profile
UBS Wealth Management is listed as a global private bank / wealth manager. Global private bank and wealth manager, with a London booking centre described on the reviewed pages. Global private bank.
Yes. Global wealth management, CIO research, funds, ETFs, alternatives and capital markets. Yes. Banking and capital-markets capabilities include FX, and multi-shoring is offered to intermediaries. Yes. Lending, liquidity, property and specialist financing are listed. Yes. The reviewed pages describe personal and custody accounts, with trading and execution. Not publicly stated.
UHNW and family-office proposition, alongside broader wealth services. Global network, with financial-intermediary teams dedicated by country and a London booking centre available. Global network. Financial-intermediary teams are described by country, and a London booking centre is available.
Eligibility, booking location and service availability vary by jurisdiction and regulated entity.
UBS Wealth Management appears in Private banking: Compare relationship banking, currencies, lending and wealth services for internationally mobile clients.
Who it may be relevant to
- May be relevant to hNW and UHNW clients, including family-office relationships.
How the service works
- Availability
- Global network, with financial-intermediary teams dedicated by country and a London booking centre available.
International considerations
- Residence
- Global network, with financial-intermediary teams dedicated by country and a London booking centre available.
- Moving country
- Eligibility, booking location and service availability vary by jurisdiction and regulated entity.
- Currency
- Yes. Banking and capital-markets capabilities include FX, and multi-shoring is offered to intermediaries.
Notable characteristics
- Global private bank
- Recorded audience: HNW and UHNW clients, including family-office relationships
Points to consider
- Eligibility, booking location and service availability vary by jurisdiction and regulated entity
Questions to confirm
- Which countries and client residences can this provider serve?
- Which legal entity would hold the account, custody or advice relationship?
- Are minimum balances or investment amounts required?
- How does a later move affect access, reporting or the mandate?
- What fees apply, and which of them are published?
Comparisons
Featured across WiT Access
Service area
Private banking
Compare relationship banking, currencies, lending and wealth services for internationally mobile clients.
View comparison
Compare with similar providers
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Cayman Islands private bank described as serving UHNW clients globally.
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UK private bank with an international team for clients who have UK connections.
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DBS Private Bank
Private bank centred on Singapore, Hong Kong and Asia, with global investment access described.
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Investec Private Bank
Private bank. The reviewed UK page is aimed at UK and South Africa residents.
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Related guides and tools
Review a wealth manager before a move
What to ask a wealth firm before changing country.
Cross-border investment
Investment arrangements compared for clients with ties in more than one country.
Pensions and moving abroad
Pension questions that arise after a move.
Sources and review
- Official website
- www.ubs.com/uk/en/wealthmanagement/who-we-serve/external-asset-managers.html
- www.ubs.com/uk/en/wealthmanagement/who-we-serve.html
- Private banking comparison
This profile is based on public provider information reviewed by WiT Access. Product availability, fees, eligibility and regulatory arrangements can change.
WiT Access provides general information and comparison resources. This profile is not a personal recommendation or suitability assessment. Availability, pricing, eligibility and regulatory arrangements should be confirmed directly with the provider.