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UBS on top clients (Patreon)

Published:
2025-05-13 15:43:29
Imported:
2026-06
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UBS has over $5.7 trillion in assets under management (AUM) globally, making it the second largest wealth manager after Blackrock per my records. In 2020 $2.6 trillion in invested assets from high net worth and ultra-high net worth individuals, families, and affluent clients.

Over 50% of its AUM is in the U.S.

Fun Fact - UBS is my bank since 1990. I did not have two pennies to rub together back then!

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Tango n wine

Superb job James, from nothing to utmost financial freedom!!!

Shoo-Tapping Joe

This post confuses me. I am myself SWISS + UBS client and just recently, literally last week, had AGAIN to transfer a tash out and to another bank coz they don't offer BTC. And they certainly NEVER encouraged me to do that - in contrary - In the past, I repeatedly transferred away from them to allocate more and more to BTC & SOL, and now reached the minimum level, so they still accept me as a private client.

Shoo-Tapping Joe
>>173968921

This morning, I double-checked with my personal UBS consultant, and he confirmed that UBS clients can NOT hold any Crypto on their accounts, except via ETF, and that there are NO PLANS in the pipeline to change this anytime soon. Maybe it is different for UBS US?