UBS

UBS Wealth Management

Global Wealth Manager (Swiss-Headquartered)

Global wealth manager with US$4 trillion in invested assets. Comprehensive solutions for high-net-worth and ultra-high-net-worth clients in Singapore.

Minimum

S$2-3 Million

Global AUM

US$4+ Trillion

Founded

1862 (Switzerland)

Why Choose UBS in Singapore?

Global Diversification

Access to investment opportunities across 50+ markets. UBS Chief Investment Office provides globally coordinated research and strategy.

Sustainable Investing Pioneer

Active in ESG and sustainable investing. Over US$250 billion in sustainable investments under management.

Credit Suisse Integration

Combined expertise following 2023 acquisition. Enhanced capabilities in entrepreneurial wealth and family office services.

UBS Manage Advanced

AI-powered discretionary portfolio management. Personalized portfolios with systematic rebalancing and tax optimization.

UBS Singapore Services

Service Tier Minimum AUM Key Features
Wealth Management S$2-3 Million Dedicated RM, full platform access
Global Family Office S$50+ Million Multi-family office services, governance
Ultra HNW S$100+ Million Bespoke solutions, direct investments

Investment Solutions

Discretionary Mandates

  • • UBS Manage
  • • Sustainable investing
  • • Thematic portfolios
  • • Multi-asset strategies

Advisory

  • • UBS Advice
  • • House View implementation
  • • Tax-efficient strategies
  • • Structured products

Alternative Investments

  • • Private equity
  • • Hedge funds
  • • Real assets
  • • Co-investments

UBS + Credit Suisse — what changed in Singapore

On 12 June 2023, UBS completed its Swiss-government-brokered acquisition of Credit Suisse Group AG. In Singapore, UBS and Credit Suisse had operated overlapping private-banking franchises out of Marina Bay — both at the top of the non-Asian PB tier by AUM. The combined entity now operates as UBS AG, Singapore Branch and is the dominant non-Asian private bank in SG by AUM.

For practical purposes:

  • Existing Credit Suisse Singapore client accounts have been migrated or are migrating onto UBS systems (phased through 2024–2025)
  • Credit Suisse's strong entrepreneur + Greater China franchise has been folded into UBS Global Wealth Management
  • UBS Singapore now operates the merged tier ladder (Wealth Advisory → Global Private Banking → Ultra-HNW)
  • A material share of senior CS Asia relationship managers were retained at UBS; the rest moved to Julius Baer, Bank of Singapore, EFG, and other competitors (see CS-RM movement table)

Merged UBS Singapore tier ladder

Tier Minimum (Singapore) Service profile
UBS Wealth AdvisoryS$2 MillionEntry private-banking tier; full discretionary mandates
UBS Global Private BankingS$5 Million+Full PB platform; structured credit; alternatives access
UBS Ultra-HNWUS$50 Million+Bespoke solutions; family-office desk; direct investments
UBS Global Family Office (GFO)US$100M+ typicalMulti-jurisdictional FO platform; CS legacy multi-generation desk integrated

For the full Credit Suisse merger context and CS-RM movement detail, see /credit-suisse-singapore.

Considering UBS Wealth Management or another Singapore private bank?

Tell us your portfolio size and what matters most. We match you with up to three MAS-licensed Singapore private banks and explain the trade-offs. Minimum portfolio for matching: S$1M.

Advertising disclosure. Some matched firms pay WealthManagement.sg a featured-placement / advertising fee. We do not receive AUM-based commission. We are not MAS-licensed and do not provide financial advice. See Disclaimer.

Already have a private banker? If your wealth plan needs to cover Singapore estate, CPF nomination, or cross-border succession, our sister site EstatePlanner.sg covers wills, lasting power of attorney, and probate for HNW Singapore families.

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