We mined UBS's investments and partnerships to discern the firm's strategic priorities.
UBS — one of the world’s largest wealth managers — has greatly expanded its market footprint over the past few years. Notably, the bank recently completed a $3.2B rescue acquisition of its Switzerland-based competitor, Credit Suisse, which collapsed amid US banking turmoil in March.
Beyond this deal, UBS has also turned to technology to strengthen its leadership position. In fact, it spent roughly $4B on tech in 2022 alone.
Its commitment to technology can be broken down into 2 main objectives. The first is the digitization and expansion of its existing services to enhance the client experience. The second is diversifying its investment and trading products through the use of novel technologies like blockchain, cloud, and alternative investment platforms.
Using CB Insights data, we uncovered 5 strategic priorities highlighted by UBS’s recent investments and partnerships. We then categorized companies by their business relationships with UBS across these areas:
- Blockchain
- ESG investing
- Investment data & analytics
- Trading
- Wealth management
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