Euromoney nomina UBS
«Best Global Private Bank 2014»

Il Private Banking and Wealth Management Survey annuale della rivista finanziaria Euromoney è fra i più prestigiosi del settore. Il sondaggio, che offre una valutazione qualitativa dei più importanti gestori patrimoniali del mondo, raccoglie le opinioni di professionisti della gestione patrimoniale a contatto con i clienti in tutto il mondo. Oltre 2000 operatori del settore di 470 società concorrenti in 73 Paesi diversi hanno espresso il loro voto nel sondaggio del 2014.

Quest'anno UBS è stata nuovamente insignita del titolo "Best Private Bank Globally" di Euromoney. Abbiamo inoltre primeggiato in un totale di 18 categorie globali, 62 categorie regionali e in diverse categorie di Paese. Da due anni consecutivi UBS si attesta al primo posto in molte delle più importanti categorie globali, tra cui "High Net Worth II (USD 10 million USD to USD 30 million)", "Range of investment products" e "Family office services".

L'ambizione di UBS alla leadership del settore wealth management trova riscontro anche nei riconoscimenti ottenuti in diversi mercati chiave. Tra questi annoveriamo il titolo di "Best Private Banking Services Overall" in Europa Occidentale e Asia.

"Il fatto che siamo riusciti a mantenere o riconquistare la prima posizione su scala globale e in vari mercati chiave testimonia il successo della nostra strategia."

Sergio P. Ermotti, Group Chief Executive Officer, UBS

"Questi eccellenti risultati provano inoltre chiaramente che i nostri concorrenti riconoscono il ruolo guida che UBS riveste nella fase di mutamento epocale, attraversata dal settore della gestione patrimoniale in tutto il mondo."

Juerg Zeltner, CEO, UBS Wealth Management

Riconoscimenti attribuiti a UBS nel 2014

  • Best private banking services overall
  • Bespoke Wealth Planning
  • Net-worth-specific services
    • High Net Worth II (US$ 10 million to US$ 30 million)
  • Range of investment products
  • Commodities Investment
  • Structured products
  • Luxury investment
  • Precious metals investment
  • Family office services
  • Inheritance and succession planning
  • Tax guidance and services
  • Offshore services
  • Philantropy services
  • Yacht & Aircraft Financing
  • Art and Collectibles advisory* (former Art Banking & Numismatic)
  • Specialized services
    • Entrepreneurs
    • Inherited wealth and business

Western Europe

  • Best private banking services overall
  • Bespoke Wealth Planning
  • Net-worth-specific services
    • High Net Worth I (US$ 1 million to US$ 10 million)
    • High Net Worth II (US$ 10 million to US$ 30 million)
  • Relationship management
  • Range of investment products
  • Range of advisory services
  • Equity portfolio management
  • Foreign exchange
  • Commodities Investment
  • Real estate investment
  • Hedge fund investment
  • Luxury investment
  • Precious metals investment
  • Private equity investment
  • Family office services
  • Inheritance and succession planning
  • Trust services
  • Tax guidance and services
  • Offshore services
  • Philantropy services
  • Yacht & Aircraft Financing
  • Specialized services
    • Corporate executives
    • Entrepreneurs
    • Inherited wealth and business
  • Art and Collectibles advisory* (former Art Banking & Numismatic)

North America

  • Islamic banking services
  • Offshore services

Asia

  • Best private banking services overall
  • Bespoke Wealth Planning
  • Net-worth-specific services
    • High Net Worth II (US$ 10 million to US$ 30 million)
    • Ultra High Net Worth (Greater than US$ 30 million)
  • Range of investment products
  • Range of advisory services
  • Fixed income portfolio management
  • Luxury investment
  • Family office services
  • Inheritance and succession planning
  • Philantropy services
  • Specialized services
    • Inherited wealth and business
  • Art and Collectibles advisory* (former Art Banking & Numismatic)

Latin America

  • Luxury investment
  • Precious metals investment
  • Philantropy services

Nordics & Baltics

  • Offshore services
  • Philantropy services
  • Art and Collectibles advisory* (former Art Banking & Numismatic)

Middle East

  • Bespoke Wealth Planning
  • Privacy and security
  • Luxury investment
  • Precious metals investment
  • Inheritance and succession planning
  • Yacht & Aircraft Financing
  • Art and Collectibles advisory* (former Art Banking & Numismatic)

Central & Eastern Europe

  • Net-worth-specific services
    • High Net Worth II (US$ 10 million to US$ 30 million)
  • Relationship management
  • Fixed income portfolio management
  • Foreign exchange
  • Real estate investment
  • Specialized services
    • Inherited wealth and business
  • Offshore services
  • Art and Collectibles advisory* (former Art Banking & Numismatic)
 

Argentina

  • Precious metals investment
  • Offshore services

Austria

  • Islamic banking services
  • Yacht/Aircraft financing

Bahamas

  • Range of investment products
  • Range of advisory services
  • Bespoke Wealth Planning
  • Equity portfolio management
  • Fixed income portfolio management
  • Foreign exchange
  • Commodities Investment
  • Precious metals investment
  • Real estate investment
  • Private equity investment
  • Structured products
  • Managed futures
  • Hedge fund investment
  • Inheritance and succession planning
  • Trust services
  • Offshore services
  • Yacht/Aircraft financing
  • Art and Collectibles advisory 
  • Specialized services
    • Entrepreneurs
    • Corporate executives

Bahrain

Equity portfolio management

Belgium

  • Privacy and security
  • Net-worth-specific services
    • High Net Worth II (US$ 10 million to US$ 30 million)
    • Ultra High Net Worth (Greater than US$ 30 million)
  • Precious metals investment
  • Hedge fund investment
  • Family office services
  • Trust services
  • Offshore services

Brazil

Art and Collectibles advisory

Canada

Luxury investments (non-art)

Cayman Islands

Luxury investments (non-art)

Chile

  • Bespoke Wealth Planning
  • Commodities Investment
  • Precious metals investment
  • Inheritance and succession planning
  • Philantropy services

China

  • Net-worth-specific services
    • High Net Worth II (US$ 10 million to US$ 30 million)
  • Range of advisory services
  • Lending/Financing Solutions
  • Luxury investments (non-art)
  • Family office services
  • Inheritance and succession planning
  • Philantropy services
  • Yacht/Aircraft financing
  • Art and Collectibles advisory
  • Specialized services
    • Inherited wealth and business

 

Colombia

  • Real estate investment
  • Structured products
  • Managed futures
  • Luxury investments (non-art)
  • Offshore services
  • Philantropy services
  • Art and Collectibles advisory

Czech Republic

Family office services

Ecuador

Precious metals investment

Egypt

  • Net-worth-specific services
    • Ultra High Net Worth (Greater than US$ 30 million)
  • Range of advisory services
  • Specialized services
    • Entrepreneurs

Finland

  • Commodities Investment
  • Offshore services
  • Art and Collectibles advisory

France

  • Net-worth-specific services
  • High Net Worth II (US$ 10 million to US$ 30 million)
  • Commodities Investment
  • Inheritance and succession planning
  • Offshore services

Germany

  • Luxury investments (non-art)
  • Offshore services
  • Philantropy services

Greece

  • Net-worth-specific services
    • Ultra High Net Worth (Greater than US$ 30 million)
  • Range of advisory services
  • Family office services

Hong Kong

  • Best private banking services overall
  • Bespoke Wealth Planning
  • Net-worth-specific services
    • High Net Worth II (US$ 10 million to US$ 30 million)
  • Relationship management
  • Privacy and security
  • Range of investment products
  • Range of advisory services
  • Structured products
  • Luxury investments (non-art)
  • Family office services
  • Offshore services
  • Philantropy services
  • Art and Collectibles advisory
  • Specialized services
    • Inherited wealth and business

Hungary

Trust services

Indonesia

  • Range of advisory services
  • Managed futures
  • Hedge fund investment
  • Family office services
  • Trust services
  • Offshore services
  • Philantropy services
  • Yacht/Aircraft financing
  • Art and Collectibles advisory

Israel

  • Range of advisory services
  • Bespoke Wealth Planning
  • Net-worth-specific services
    • High Net Worth I (US$ 1 million to US$ 10 million)
  • Lending/Financing Solutions
  • Precious metals investment
  • Luxury investments (non-art)
  • Inheritance and succession planning
  • Trust services
  • Philantropy services
  • Corporate advisory for private banking clients
  • Art and Collectibles advisory
  • Specialized services
    • Entrepreneurs
    • Inherited wealth and business

Italy

  • Bespoke Wealth Planning
  • Net-worth-specific services
    • High Net Worth II (US$ 10 million to US$ 30 million)
  • Equity portfolio management
  • Precious metals investment
  • Offshore services
  • Specialized services
    • Inherited wealth and business
  • Range of advisory services

Jersey

  • Net-worth-specific services
    • Ultra High Net Worth (Greater than US$ 30 million)
  • Commodities Investment
  • Structured products
  • Hedge fund investment
  • Luxury investments (non-art)
  • Philanthropy services
  • Art and Collectibles advisory
  • Specialized services
    • Inherited wealth and business
  • Range of investment products

Kuwait

Net-worth-specific services

Ultra High Net Worth clients (Greater than US$ 30 million)

 

Lebanon

  • Relationship management
  • Bespoke Wealth Planning
  • Luxury investments (non-art)
  • Inheritance and succession planning
  • Art and Collectibles advisory
  • Specialized services
    • Entrepreneurs
    • Inherited wealth and business

Lithuania

  • Net-worth-specific services
    • High Net Worth II clients (US$ 10 million to US$ 30 million)
    • Ultra High Net Worth clients (Greater than US$ 30 million)

 

Luxembourg

  • Range of investment products
    • Private equity investment
    • Art and Collectibles advisory



 

Mexico

Philantropy services

Netherlands

  • Net-worth-specific services
    • High Net Worth II (US$ 10 million to US$ 30 million)
    • Ultra High Net Worth (Greater than US$ 30 million)
  • Private equity investment
  • Luxury investments (non-art)
  • Offshore services
  • Range of investment products

Norway

  • Commodities Investment
  • Trust services
  • Offshore services

Panama

  • Best private banking services overall
  • Privacy and security
  • Relationship management
  • Range of investment products
  • Structured products
  • Trust services
  • Yacht/Aircraft financing
  • Art and Collectibles advisory

Peru

  • Bespoke Wealth Planning
  • Net-worth-specific services
    • High Net Worth I (US$ 1 million to US$ 10 million)
  • Privacy and security
  • Range of investment products
  • Range of advisory services
  • Foreign exchange
  • Commodities Investment
  • Precious metals investment
  • Family office services
  • Tax guidance and services
  • OffshPhilantropy servicesore services
  • Art and Collectibles advisory
  • Specialized services
    • Entrepreneurs

Poland

  • Net-worth-specific services
    • Ultra High Net Worth (Greater than US$ 30 million)
  • Offshore services
  • Yacht/Aircraft financing
  • Art and Collectibles advisory
  • Specialized services
    • Inherited wealth and business
  • Range of investment products

Portugal

Luxury investments (non-art)

Qatar

Net-worth-specific services

Ultra High Net Worth clients (Greater than US$ 30 million)

Russia

  • Best private banking services overall
  • Bespoke Wealth Planning
  • Net-worth-specific services
    • High Net Worth II (US$ 10 million to US$ 30 million)
  • Relationship management
  • Foreign exchange
  • Real estate investment
  • Philanthropy Services
  • Art and Collectibles advisory
  • Specialized services
    • Inherited wealth and business

Saudi Arabia

  • Bespoke Wealth Planning
  • Commodities Investment
  • Precious metals investment
  • Structured products
  • Luxury investments (non-art)
  • Inheritance and succession planning
  • Trust services
  • Philanthropy Services
  • Yacht/Aircraft financing
  • Art and Collectibles advisory

Singapore

  • Best private banking services overall
  • Bespoke Wealth Planning
  • Net-worth-specific services
    • High Net Worth II (US$ 10 million to US$ 30 million)
    • Ultra High Net Worth (Greater than US$ 30 million)
  • Relationship management
  • Privacy and security
  • Range of investment products
  • Range of advisory services
  • Structured products
  • Hedge fund investment
  • Luxury investments (non-art)
  • Family office services
  • Inheritance and succession planning
  • Trust services
  • Tax guidance and services
  • Offshore services
  • Philanthropy Services
  • Art and Collectibles advisory
  • Specialized services
    • Entrepreneurs
    • Corporate executives
    • Inherited wealth and business

Spain

  • Privacy and security
  • Net-worth-specific services
    • High Net Worth II (US$ 10 million to US$ 30 million)
  • Real estate investment
  • Private equity investment
  • Luxury investments (non-art)
  • Family office services
  • Inheritance and succession planning
  • Offshore services
  • Islamic banking services
  • Philanthropy Services
  • Yacht/Aircraft financing
  • Art and Collectibles advisory
  • Corporate advisory for private banking clients

Sweden

  • Luxury investments (non-art)
  • Art and Collectibles advisory

Switzerland

  • Best private banking services overall
  • Bespoke Wealth Planning
  • Net-worth-specific services
    • Super affluent (US$ 500,000 to US$ 1 million)
    • Ultra High Net Worth (Greater than US$ 30 million)
  • Equity portfolio management
  • Fixed income portfolio management
  • Foreign exchange
  • Commodities Investment
  • Precious metals investment
  • Real estate investment
  • Private equity investment
  • Managed futures
  • Hedge fund investment
  • Luxury investments (non-art)
  • Inheritance and succession planning
  • Trust services
  • Tax guidance and services
  • Offshore services
  • Range of investment products
  • Range of advisory services
  • Islamic banking services
  • Philanthropy Services
  • Yacht/Aircraft financing
  • Art and Collectibles advisory
  • Specialized services
    • Corporate executives
  • Corporate advisory for private banking clients

Taiwan 

  • Bespoke Wealth Planning
  • Net-worth-specific services
    • High Net Worth II (US$ 10 million to US$ 30 million)
    • Ultra High Net Worth (Greater than US$ 30 million)
  • Privacy and security
  • Range of advisory services
  • Fixed income portfolio management
  • Precious metals investment
  • Private equity investment
  • Structured products
  • Managed futures
  • Inheritance and succession planning
  • Tax guidance and services
  • Offshore services
  • Philanthropy Services
  • Specialized services
    • Inherited wealth and business
  • Corporate advisory for private banking clients
 

Thailand

  • Real estate investment
  • Luxury investments (non-art)

Turkey

  • Precious metals investment
  • Inheritance and succession planning
  • Tax guidance and services
  • Offshore services
  • Art and Collectibles advisory

United Arab Emirates

  • Bespoke Wealth Planning
  • Net-worth-specific services
    • High Net Worth I (US$ 1 million to US$ 10 million)
    • High Net Worth II (US$ 10 million to US$ 30 million)
  • Relationship management
  • Equity portfolio management
  • Fixed income portfolio management
  • Precious metals investment
  • Luxury investments (non-art)
  • Family office services
  • Tax guidance and services
  • Offshore services
  • Philanthropy Services
  • Art and Collectibles advisory
  • Specialized services
    • Corporate executives
    • Inherited wealth and business

United Kingdom

  • Best private banking services overall
  • Net-worth-specific services
    • High Net Worth I (US$ 1 million to US$ 10 million)
    • High Net Worth II (US$ 10 million to US$ 30 million)
  • Privacy and security
  • Range of investment products
  • Range of advisory services
  • Fixed income portfolio management
  • Foreign exchange
  • Commodities Investment
  • Precious metals investment
  • Private equity investment
  • Hedge fund investment
  • Family office services
  • Offshore services
  • Corporate advisory for private banking clients

United States

  • Offshore services
  • Islamic banking services

Uruguay

  • Bespoke Wealth Planning
  • Fixed income portfolio management
  • Foreign exchange
  • Commodities Investment
  • Precious metals investment
  • Private equity investment
  • Structured products
  • Managed futures
  • Hedge fund investment
  • Luxury investments (non-art)
  • Inheritance and succession planning
  • Tax guidance and services
  • Offshore services
  • Philanthropy Services
  • Yacht/Aircraft financing
  • Art and Collectibles advisory
  • Specialized services
    • Corporate executives
    • Inherited wealth and business

Venezuela

  • Offshore services
  • Philanthropy Services
  • Specialized services
    • Entrepreneurs