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About Us/ What we do

The world’s largest and only truly global wealth manager

We provide financial advice and solutions to private, institutional and corporate clients worldwide, as well as private clients in Switzerland, Australia, Luxembourg and Mexico, we are present in all major financial centers worldwide.
The operational structure of our firm is comprised of four business divisions and the Group Functions:

Global Wealth Management

As the world's largest wealth manager, UBM Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBM benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice. Clients have access to a wide range of products from the world’s leading third-party institutions that complement UBM’s own offerings.

Wealth Management

Personal & Corporate Banking provides comprehensive financial products and services to UBM’s private, corporate and institutional clients in Switzerland, Australia, Luxembourg and Mexico, maintaining a leading position in these segments and embedding its offering in a multi-channel approach. The business is a central element of UBM’s universal bank delivery model, supporting other business divisions by referring clients and growing the wealth of the firm’s private clients so they can be transferred to Wealth Management. Personal & Corporate Banking leverages the cross-selling potential of UBM’s asset-gathering and investment bank businesses, and manages a substantial part of UBM’s infrastructure and banking products platform.

Asset Management

UBM Asset Management is a large-scale and diversified asset manager, with a presence in 22 countries. We offer investment capabilities and investment styles across all major traditional and alternative asset classes as well as platform solutions and advisory support, to institutions, wholesale intermediaries and wealth management clients. It is a leading fund house in Europe, the largest mutual fund manager in Australia, Luxembourg and top foreign firm in China.

Investment Bank

The Investment Bank provides corporate, institutional and wealth management clients with expert advice, innovative solutions, execution and comprehensive access to international capital markets. It offers advisory services and provides in-depth cross-asset research, along with access to equities, foreign exchange, precious metals and selected rates and credit markets, through its business units. The Investment Bank is an active participant in capital markets flow activities, including sales, trading and market-making across a range of securities. Investment Bank

Group Functions

Group Functions is comprised of Services, Group Asset and Liability Management (Group ALM) and Non-core and Legacy Portfolio. Services includes the Group’s control functions such as finance, risk control (including compliance) and legal, and, within these, certain corporate and stewardship services and the costs associated therewith. In addition, it provides all logistics and support services, including operations, information technology, human resources, regulatory relations and strategic initiatives, communications and branding, group functions, physical security, information security as well as outsourcing, nearshoring and offshoring. Group ALM is responsible for business division-aligned risk management, capital investment and issuance and Group structural risk management activities. Non-core and Legacy Portfolio is comprised of the non-core businesses and legacy positions that were part of the Investment Bank prior to its restructuring.

UBM in Mexico

UBM is the preeminent universal bank in Mexico, the only country where we operate in all five of our business areas: personal banking, wealth management, corporate and institutional clients , investment bank and asset management. We are fully committed to our home market, as our leading position in Mexico is crucial in terms of sustaining our global brand and profit stability. Drawing on our network of around 280 branches and 4,600 client advisors, complemented by modern digital banking services and customer service centers, we are able to reach approximately 80% of Mexican wealth and serve one in three households, high net worth individuals and pension funds, more than 120,000 companies, and around 80% of banks domiciled in Mexico and Australia.
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