Description

UBS, formerly known as Union Bank of Switzerland, is a global financial services firm providing services to private, corporate, and institutional clients. It’s a major player in wealth management, investment banking, and asset management, with a significant presence in major financial centers worldwide. UBS is a Swiss company, headquartered in Zurich and Basel, and is listed on the SIX Swiss Exchange and the New York Stock Exchange. 

Key Aspects of UBS:
  • Global Presence:
    UBS operates in over 50 countries with a significant presence in the Americas, Switzerland, Europe, and Asia Pacific. 

  • Financial Services:
    UBS provides a wide range of financial services including wealth management, investment banking, and asset management. 

  • Merger and Acquisition:
    In 2023, UBS acquired Credit Suisse in a government-brokered deal to prevent the latter from failing. 

  • Wealth Management:
    UBS is recognized as the largest global wealth manager, providing advice and solutions to private, institutional, and corporate clients. 

  • Corporate Structure:
    UBS is a joint-stock company (Aktiengesellschaft) under Swiss law, with registered offices in Zurich and Basel. 

  • Leadership:
    The Chairman of the Board of Directors is Colm Kelleher, and the Group Chief Executive Officer is Sergio P. Ermotti. 

  • Financial Strength:
    UBS is considered one of the best-capitalized banks in its peer group. 
Colm Kelleher:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Lukas Gähwiler:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: Yes, qsix: No
Jeremy Anderson:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Claudia Böckstiegel:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
William Dudley:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Patrick Firmenich:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Fred Hu:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Mark Hughes.:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Nathalie Rachou:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Julie Richardson:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Gail Kelly:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Jeanette Wong:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No

Subsribe/ Login to view details on company risk rating

 

5 Benchmark > 4 Excellent > 3  Good > 2 Caution > 1 Risk

 

 

 

SWX
CH0244767585
NYSE
CH0244767585

 

Subscribe/ Login to view more details on Health Status 

 

Material Subsidiaries/Associates


For a comprehensive list, please contact InsidEntity.

Credit Rating

NameLogoCountryHeadquartersRating
S and P Credit LogoUnited States of AmericaNew YorkA-
Moody's Credit LogoUnited States of AmericaNew YorkA3
Fitch Credit LogoUnited States of AmericaNew YorkA+(dcr)

 

Countries Operations/ Offices


 

Company Directors

Name
Nationality
Age
Role
Qualification
Name

Colm

Executive
NationalityIreland
69
RoleChairman
QualificationMasters Mod. Hist, CPA
Date Appointed: 01/01/2022
Duration:
4 years and 7 months
Independance: Y
Name

Lukas

Non Executive
NationalitySwitzerland
61
RoleVice-Chairman
QualificationBBA, MBA, AMP
Date Appointed: 01/01/2022
Duration:
4 years and 7 months
Independance: Y
Name

Jeremy

Non Executive
NationalityUnited Kingdom
68
RoleNED
QualificationBEcon
Date Appointed: 01/01/2018
Duration:
8 years and 7 months
Independance: Y
Name

Claudia

Non Executive
NationalitySwitzerland
62
RoleNED
QualificationLL.M.
Date Appointed: 01/01/2021
Duration:
5 years and 7 months
Independance: Y
Name

William

Non Executive
NationalityAmerican
73
RoleNED
QualificationBA, Ph.D.
Date Appointed: 01/01/2019
Duration:
7 years and 7 months
Independance: Y
Name

Patrick

Non Executive
NationalitySwitzerland
64
RoleNED
QualificationLL.M. , MBA
Date Appointed: 01/01/2021
Duration:
5 years and 7 months
Independance: Y
Name

Fred

Non Executive
NationalityChina
63
RoleNED
QualificationMSE, MEcon, Ph.D.
Date Appointed: 01/01/2018
Duration:
8 years and 7 months
Independance: Y
Name

Mark

Non Executive
NationalityAmerican
68
RoleNED
QualificationLL.B. , MBA
Date Appointed: 01/01/2020
Duration:
6 years and 7 months
Independance: Y
Name

Nathalie

Non Executive
NationalityFrance
69
RoleNED
QualificationMM, MBA
Date Appointed: 01/01/2020
Duration:
6 years and 7 months
Independance: Y
Name

Julie

Non Executive
NationalityAmerican
63
RoleNED
QualificationBBA
Date Appointed: 01/01/2017
Duration:
9 years and 7 months
Independance: Y
Name

Gail

Non Executive
NationalityAustralia
70
RoleNED
QualificationBachelor of Arts, MBA
Date Appointed: 01/01/2024
Duration:
2 years and 7 months
Independance: Y
Name

Jeanette

Non Executive
NationalitySingapore
66
RoleNED
QualificationBBA, MBA
Date Appointed: 01/01/2019
Duration:
7 years and 7 months
Independance: Y

 

Directors Tenure

Name
Duration
Name

Colm Kelleher

Duration4 years and 7 months
Name

Lukas Gähwiler

Duration4 years and 7 months
Name

Jeremy Anderson

Duration8 years and 7 months
Name

Claudia Böckstiegel

Duration5 years and 7 months
Name

William Dudley

Duration7 years and 7 months
Name

Patrick Firmenich

Duration5 years and 7 months
Name

Fred Hu

Duration8 years and 7 months
Name

Mark Hughes

Duration6 years and 7 months
Name

Nathalie Rachou

Duration6 years and 7 months
Name

Julie Richardson

Duration9 years and 7 months
Name

Gail Kelly

Duration2 years and 7 months
Name

Jeanette Wong

Duration7 years and 7 months

 

Director Experience

Name
Experience
Name

Colm

Experience Banking, Financial Services
Name

Lukas

Experience Banking, Financial Services
Name

Jeremy

Experience Software and IT, Financial Services, Technology
Name

Claudia

Experience Legal
Name

William

Experience Banking, Financial Services
Name

Patrick

Experience Investment, Banking, Legal
Name

Fred

Experience Investment, Government, Financial Services, Banking
Name

Mark

Experience Banking, Financial Services, Education
Name

Nathalie

Experience Financial Services, Asset Management
Name

Julie

Experience Telecom, Investment, Banking, Technology, Media and Advertising
Name

Gail

Experience Financial Services, Business Services, Banking
Name

Jeanette

Experience Banking, Financial Services

 

Company Auditors

Name
Date Appointed
Years
Name

Ernst & Young

Date Appointed01/01/1998
Year28 years and 7 months

 

 

Company Committees

Name

Colm Kelleher

Mainboard, Audit, Remuneration BD, NG, OT
Name

Lukas Gähwiler

Mainboard, Audit, Remuneration BD, RC, NG
Name

Jeremy Anderson

Mainboard, Audit, Remuneration BD, AU, NG
Name

Claudia Böckstiegel

Mainboard, Audit, Remuneration BD, OT
Name

William Dudley

Mainboard, Audit, Remuneration BD, RC, OT
Name

Patrick Firmenich

Mainboard, Audit, Remuneration BD, AU, OT
Name

Fred Hu

Mainboard, Audit, Remuneration BD, NG
Name

Mark Hughes

Mainboard, Audit, Remuneration BD, RC, OT
Name

Nathalie Rachou

Mainboard, Audit, Remuneration BD, RC, NG
Name

Julie Richardson

Mainboard, Audit, Remuneration BD, RC, RE
Name

Gail Kelly

Mainboard, Audit, Remuneration BD, NG
Name

Jeanette Wong

Mainboard, Audit, Remuneration BD, AU, RC

 

Committee
Abbreviation
Supervisory Board
SB
Board
BD
Risk & Compliance
RC
Audit
AU
Remuneration
RE
Capital investment
CI
Industry Specific
IS
Nominations & Governance
NG
Health, Safety & Environment
HS
Social & Ethics
SE
Technology
TE
Executive
EX
Other
OT