now loading...
Wealth Asia Connect Middle East Treasury & Capital Markets Europe ESG Forum TechTalk
Asset Management / TechTalk / Wealth Management
UBS app connects clients to investment opportunities
Circle One allows clients to link up with each other and with experts across the globe
The Asset 24 May 2022

UBS has launched a digital platform that connects clients to experts, thought leaders and actionable ideas.

Called UBS Circle One, the app features short videos, podcasts and interactive live webinars on a daily and weekly basis, complementing traditional investment reports and physical events. Clients will also be offered investment opportunities, and they can choose to invest or trade through a mobile banking app. 

In the next phase, according to the Swiss bank, clients will be able to connect with each other and to experts across the globe in “circles” of interest groups on topics they are passionate about – from investing, wealth planning and family advisory to sustainability, art and philanthropy.

“UBS Circle One is all about people, content and connections, bringing the best of UBS’s global ecosystem to our clients,” says August Hatecke, co-head of UBS global wealth management, Asia-Pacific. “Our UBS House View drives the investment strategy for US$3 trillion of invested assets globally and through UBS Circle One, we bring the latest investment views and solutions to our wealth management clients.”

Launched in Asia-Pacific, UBS Circle One will be progressively rolled out in other regions, including the United States and Europe next year. The bank says it has engaged about 100 digitally savvy clients in Hong Kong and Singapore to provide valuable insights in fine-tuning the app’s features and usability.

Conversation
Muralidharan Ramakrishnan
Muralidharan Ramakrishnan
head of South & South-East Asia energy and utilities
Fitch Ratings
- JOINED THE EVENT -
Fitch on Vietnam
Overcoming challenges, sustaining growth
View Highlights
Conversation
Michael Kokalari
Michael Kokalari
chief economist
VinaCapital
- JOINED THE EVENT -
Webinar
Fitch on Vietnam: Navigating a Post-Pandemic World
Session I: Macroeconomic overview and infrastructure
View Highlights