UBS Private Banking

Published 01 Feb 2000
Reference 4870
Topic Strategy
Industry Banking
Region Global
Summary

This case looks at the strategy formulation and implementation in global private banking, from the perspective of the pre-eminent firm in this industry.

Teaching objectives

Selection of strategic objectives and identification of fundamental drivers of one of the most hotly contested parts of the global financial services industry. The key issue is how to profitably grow the onshore business in various markets against stiff local competition.

Keywords
  • Strategy
  • Banking
  • Private banking
  • Asset management