UBS
UBS Global Wealth Management. Everything below is from the bank's own pages, its regulators or the league table publishers, numbered to the Sources page.
The facts
- UBS states, in the FAQ on its US Private Wealth Management page, that ultra high net worth individuals are typically defined as having $10 million or more in investable assets (page read 2 November 2026).290
- UBS states that its Family Office Solutions team works exclusively with families and family offices with a minimum net worth of $50 million (page read 2 November 2026).291
- UBS states that more than 120 advisors provide wealth management services to over 15,000 clients across the UK (page read 2 November 2026).292
- The FCA's firm-level complaints data for 2026 H1 gives a 'Context (Provision)' figure of 3.76 for UBS (UBS AG, group UBS GROUP) in the Banking and credit cards product group between 1 January 2026 and 30 June 2026, which the FCA describes as complaints opened per 1,000 policies, balances, accounts or agreements in force; this is an entity-wide figure that the FCA does not separate for private banking.16
- UBS, as a representative of the underwriters alongside JPMorgan Chase, Morgan Stanley and TD Securities (USA) LLC, shared an underwriting discount of 7% of the offer price with the other underwriters on the ADARx Pharmaceuticals, Inc. IPO in September 2026.65
- UBS, as a representative of the underwriters alongside Goldman Sachs, Wells Fargo Securities LLC, Citigroup and Guggenheim Securities LLC, shared an underwriting discount of 5.5% of the offer price with the other underwriters on the EquipmentShare.com Inc IPO in January 2026.66
- UBS, financial adviser to Veeco Instruments Inc. on its merger with Axcelis Technologies, Inc., was to receive a fee of $28.5 million, per the merger proxy filed in December 2025.99
- UBS, financial adviser to Arcadium Lithium plc on its merger with Rio Tinto Western Holdings Limited, was to receive a fee of $34 million, per the merger proxy filed in November 2024.100
- LSEG ranked UBS tenth in its table of global announced M&A for full-year 2025.68
- LSEG ranked UBS 13th in its table of global investment banking fees in the Global Investment Banking Review for full-year 2025.69
What it publishes
| Desk | Item | Published | As read |
|---|---|---|---|
| private banking | fee schedule | No | |
| private banking | minimum investable assets | Partly | Ultra high net worth wealth individuals are typically defined as having $10 million or more in investable assets. |
| private banking | eligibility criteria | No | |
| private banking | indicative fee range | No | Wealth management fees vary and are often based on a percentage of assets under management. At UBS, the structure of fees in Private Wealth Management depend on |
| private banking | retainer terms | No | |
| capital markets | fee schedule | No | |
| capital markets | minimum investable assets | No | |
| capital markets | eligibility criteria | No | |
| capital markets | indicative fee range | No | |
| capital markets | retainer terms | No | |
| m and a | fee schedule | No | |
| m and a | minimum investable assets | No | |
| m and a | eligibility criteria | No | |
| m and a | indicative fee range | No | |
| m and a | retainer terms | No |
The Secret Banker's view
UBS turned my reader away on the earlier visit, so I went back in person, which is to say in a browser. The UK pages state no minimum, no fee and no entry test; the become-a-client page asks only whether the account is for the United Kingdom, Jersey or Switzerland. The American small print is more forthcoming: ultra high net worth is 'typically defined' as $10 million or more in investable assets, and the family office team starts at $50 million of net worth. The FCA's file shows UBS AG opening 601 complaints in the first half of 2026, with 61.69% upheld.
Opinion, based on the facts above. Corrections through the contact page; a credible one gets a sourced fix within a week.
No firm named here has been consulted, and none should feel left out.