Awards for Distinction 2023 – Best International Private Bank – Digital Innovation & Services

Best International Private Bank Digital Innovation & Services

 

Circle One by UBS

Best International Private Bank – Digital Innovation & Services

Michele Lim

Head
Circle One by UBS APAC

We launched Circle One by UBS with a vision to bring together the best of UBS for our clients. Today, we are proud to deliver Chief Investment Office insights, actionable ideas, and access to the UBS global network at our clients’ fingertips. Through our exclusive communities, our clients can also connect with global experts and other like-minded clients anytime, anywhere.

Our clients are at the heart of everything we do, and we are proud to have elevated the client experience with our industryleading digital solution. We are committed to continuously innovating to meet their evolving needs – and those of future generations – to provide a best-in-class experience.

Thank you to Asian Private Banker for this recognition, and of course, our incredible UBS team and partners for their hard work and dedication.

What was behind the judges’ decision?

  • With over 200 CIOs worldwide, UBS has consolidated all the latest market views into Circle One, with direct access to video content and live events. Since UBS acquired Credit Suisse, the bank also included more digital content from Credit Suisse experts in markets where UBS Global Wealth Management formerly did not operate, such as Australia and India
  • During the review period, Circle One brought business momentum to UBS Global Wealth Management. For example, more frequent communication between clients and UBS’s client advisors and successfully bringing in positive NNA for the GWM business
  • In addition to the above, the Circle One team is also looking to further enhance its platforms by providing UBS’s client advisors insights on client interests to initiate better client conversations

What we said

“UBS Global Wealth Management in 2022 unearthed its startling digital CIO platform Circle One, designed and built in Asia by UBS’s very own young and vibrant talented APAC digital transformation team. The platform provides clients exclusive access to experts, actionable ideas, and the UBS global network,” said Carly Lau, senior reporter, Asian Private Banker.

“Since its launch, Circle One has seen a robust number of logins from clients in Asia to enjoy the unique experience that the platform offers, where clients can directly ping its client advisors on the subjects that they are most interested in through the platform. In particular, Circle One also allows different clients to communicate with each other on like-minded topics and produces lifestyle-driven content such as Art and food and wine.

“UBS Global Wealth Management has truly surprised the judging panel and strongly presented why its digital capabilities are one of a kind. With that, Asian Private Banker is proud to name UBS Global Wealth Management as Best International Private Bank for Digital Innovation and Services.”


Contact Us
All awards related enquiries to
candice.c@asianprivatebanker.com
+852 8191 7196