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 TierMinimum AUMKey Features
Wealth ManagementS$2-3 MillionDedicated RM, full platform access
Global Family OfficeS$50+ MillionMulti-family office services, governance
Ultra HNWS$100+ MillionBespoke 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

TierMinimum (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.

UBS Private Banking Singapore — FAQs

What is the minimum to open a UBS Wealth Management account in Singapore?

UBS Wealth Management Singapore requires a minimum of S$2-3 million in investable assets for full private-banking services. Smaller "Wealth Advisory" relationships start lower; specific minimum varies by booking centre and service tier.

Is UBS regulated by MAS in Singapore?

Yes. UBS AG operates in Singapore as a branch under a Wholesale Bank licence from the Monetary Authority of Singapore. UBS also holds Capital Markets Services Licences for asset management and broker-dealer activity.

What services does UBS offer in Singapore?

UBS Singapore offers wealth management, investment advisory, discretionary mandates, structured products, lending against securities, family-office services, and cross-border tax + estate planning. Strongest areas: global multi-asset diversification, sustainable investing, structured products.

How is UBS different from DBS Private Bank?

UBS is a global wealth-management group with broad international product reach. DBS Private Bank has a strong Asian-markets franchise with deeper local presence. UBS typically requires higher minimums (S$2-3M vs DBS S$1M) but offers broader global custody + research. Choice depends on client domicile and asset mix.

Did UBS acquire Credit Suisse in Singapore?

Yes. UBS completed the acquisition of Credit Suisse on 12 June 2023. Credit Suisse Singapore operations are now part of UBS AG, Singapore Branch — the combined entity is the dominant non-Asian private bank in SG by AUM. Credit Suisse client accounts were migrated onto UBS systems through 2024–2025. The Credit Suisse brand is being retired across the group.

Were any Credit Suisse Singapore RMs retained by UBS?

A material share of senior Credit Suisse Asia relationship managers were retained at UBS — public reporting suggested >60% retention of senior CS Asia RMs through 2024. The rest moved to Julius Baer, Bank of Singapore, EFG, JP Morgan PB, Citi PB, DBS, Pictet, and Lombard Odier in various team and individual moves. See /credit-suisse-singapore for the detailed movement table.

What was Credit Suisse strong at, that UBS now inherits?

Credit Suisse Asia was particularly strong in entrepreneur banking (Greater China + ASEAN founders), structured-products / leveraged finance for HNW clients, and multi-generation Asian families. These franchises have been integrated into UBS Global Wealth Management. UBS's own strengths (sustainable investing, structured products, US-equity research, Swiss heritage) are unchanged.

Considering UBS Wealth Management or another Singapore private bank?

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