Winners rationale

What does it take to deliver complex, institutional-quality solutions and services to Asia’s rising breed of family offices? What does it take to be recognised as a trusted adviser and strategic partner to the region’s wealthiest families, and not merely a trade executor?

For UBS, the key lies in understanding and meeting the entire spectrum of business and familial needs – from start-up to succession planning – by providing complete and consistent access to dedicated, senior specialists based in Hong Kong and Singapore and a single platform that brings together the best of UBS’s wealth management, investment banking and asset management arms.

UBS’s global family office proposition is positioned to do just this. Family office clients in Asia are exposed to the full firepower of the bank’s investment bank which provides a complete range of innovative capital markets solutions, bespoke private financing and special situations solutions, and prime brokerage, delivering unparalleled time-to-market.

Clients also receive full access to the bank’s leading global research product across macro, credit and equities, including access to output from the UBS Evidence Lab, which conducts big data analysis to uncover opportunities hidden from plain sight.

Leveraging its wealth management arm, a market leader not only in terms of advisory services but also wealth planning and related areas, UBS provides family office clients with family-centric services, ranging from family advisory and intergenerational dialogue to philanthropy. Clients also benefit from UBS’s full suite of events – including its Global Family Office Summit Asia – and timely thought leadership, headlined by the annual Global Family Office report.

Proof of the effectiveness of UBS’s global family office offering in Asia lies in the demonstrable stream of positive client testimonials and an impressive track record of major deals completed in 2017, seen by Asian Private Banker. All this translates into positive business performance, with the Asia business posting strong YoY growth in net revenues including a healthy mix of investment banking and wealth management-driven revenues, a solid contribution from corporate client solutions and strong margin loan financing.

But perhaps more importantly, proof of UBS’s commitment to servicing global family office clients lies in the fact that it continues to dedicate resources to servicing this complex and demanding client segment that will only grow in prominence in Asia in the years to come.

UBS is, once again, Asian Private Banker’s Best Private Bank – Family Office Services.