
UBS Investment Bank is a global leader in investment banking, with a presence in over 30 countries.
The bank's asset management arm, UBS Asset Management, oversees $7.5 trillion in assets under management, making it one of the largest asset managers globally.
Investment banking is a critical component of UBS's business, with the bank advising on over 1,000 deals annually.
The bank's asset management division offers a range of investment products and services to individual and institutional clients.
Services and Offerings
At 770 Group UBS, they offer a range of services to support their clients' needs.
Their services include asset management, which involves managing and investing clients' assets to achieve their financial goals. This can include managing investments, creating investment portfolios, and providing financial planning.
They also provide wealth management services, which involve helping clients manage their overall financial situation, including investments, taxes, and estate planning.
Investment Banking
Investment banking is a specialized service that helps clients raise capital, advise on strategic decisions, and manage financial transactions. It's often associated with high-stakes deals like mergers and acquisitions.

Investment banks typically work with large corporations, governments, and institutions to achieve their financial goals. They provide a range of services, from initial public offerings (IPOs) to debt restructuring.
One key role of investment banks is to act as intermediaries between buyers and sellers in M&A deals, facilitating the exchange of information and negotiating the terms of the deal. They also help clients identify potential buyers or partners.
Investment banks often use their expertise in financial modeling and analysis to help clients make informed decisions about investments and strategic partnerships. This can involve creating complex financial models to forecast revenue and expenses.
In the case of IPOs, investment banks help clients prepare and file the necessary paperwork with regulatory bodies, as well as advise on pricing and marketing the offering. They may also act as underwriters, purchasing the shares from the client at the IPO price and then selling them to the public.
Asset Management

Asset Management is a crucial part of our services, helping clients manage their assets effectively. We offer a range of asset management solutions to cater to different needs.
Our team of experts has extensive experience in managing assets, including real estate, equipment, and inventory. They work closely with clients to understand their goals and develop tailored strategies to achieve them.
One of the key benefits of our asset management services is the ability to increase asset utilization and reduce waste. By optimizing asset usage, clients can save money and improve efficiency.
We also provide regular reporting and analysis to help clients track their asset performance and make informed decisions. This helps clients stay on top of their assets and make adjustments as needed.
Our asset management solutions are designed to be flexible and scalable, allowing us to adapt to changing client needs. This flexibility is essential for businesses that need to respond quickly to changes in the market.
By outsourcing asset management to us, clients can free up internal resources to focus on core business activities. This can lead to increased productivity and better overall performance.
Sources
- https://www.connectmoney.com/stories/rbc-lands-15-member-fa-team-from-ubs/
- https://www.familywealthreport.com/article.php/RBC-Wealth-Management-Brings-Over-Former-UBS-Team
- https://citysquares.com/b/the-770-group-ubs-financial-services-inc-24245037
- https://citywire.com/pro-buyer/news/rbc-lands-2-8bn-team-from-ubs/a2450542
- https://wealthsolutionsreport.com/2024/09/23/deals-recruiting-roundup-ep-wealth-true-north-moneta-tag-intel-and-more/
Featured Images: pexels.com