UBS is redefining customer experience with a suite of financial services and digital solutions.
The UBS Circle One platform brings together the best of the UBS ecosystem and connects clients to experts, thought leaders and actionable ideas around the world.
The banking industry is constantly working towards creating superior value for clients, shareholders and employees. While projecting strong financial results remains the key objective of these institutions, they are gradually adopting a comprehensive approach that balances innovation, social responsibility and connecting people, creating a more inclusive and better world.
To help clients better achieve their financial objectives, Switzerland-headquartered bank UBS has introduced WE.UBS, a highly interactive platform that offers clients an innovative, digital service model with proactive financial planning based on big data and chief investment office (CIO) views.
INTERACTIVE PLATFORMS
The platform provides both local and global investment solutions through a robust selection process, dedicated investor education and 24-hour tracking based on market developments.
Adding to the bank’s digital initiatives is the launch of UBS Circle One, a platform that brings together the best of the UBS ecosystem and connects clients to experts, thought leaders and actionable ideas around the world. This is facilitated through the provision of easily digestible digital content on a daily and weekly basis, complementing traditional investment reports and physical events.
Last year, UBS also closed its first $50m tokenised debt transaction for Asia-Pacific (APAC) investors using blockchain, a technology often utilised to make issuing securities more efficient.
HOLISTIC SERVICES
To provide seamless access to its investment banking and wealth management capabilities, in 2022 the bank established the Global Family & Institutional Wealth (GFIW) division, which houses its global family office (GFO) unit as well its global markets, lending, prime brokerage and private markets capabilities all under one roof. The GFIW One Bank business model has been designed for entrepreneurs, especially those in the new economy sector, as a strategic growth driver in the APAC region.
The bank’s holistic services go beyond corporate banking and investment solutions to include wealth planning, family office advisory and philanthropy services. Its family adviser teams in Hong Kong and Singapore provide insights, comprehensive advice and execution services to clients, helping them set up family offices in Asia with supporting policies and incentives from both governments.
CORPORATE PHILANTHROPY
The bank’s philanthropic arm, the UBS Optimus Foundation, has partnered with clients to deliver solutions for various social and environmental issues, and is the only foundation linked to a global wealth manager with philanthropy experts. The bank has further expanded its charitable efforts by venturing into other areas of social impact, launching a new UBS Optimus Foundation entity that drives initiatives in the areas of healthcare, education and child protection systems as well as tackling environmental degradation and climate change. With the support of its clients, the foundation is supporting more than 50 programmes in Southeast Asia and 30 programmes in Greater China.
UBS has been recognised as the winner of the Outstanding Global Private Bank in Asia-Pacific award at the PBI Global Wealth Awards 2023.