2018 Model Wealth Manager: Emerging Innovation: UBS

Contact the author Website
Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
24 April 2018
Kelley Byrnes

Abstract

Celent recognizes UBS as the 2018 Model Wealth Manager: Emerging Innovation for their initiative Digital Wealth Passport.

The Digital Wealth Passport (DWP) provides clients with the offering of a secure digital passport / digital identity (Blockchain empowered) that captures Know Your Client (KYC) information and related certified documents, allowing optimized onboarding and ongoing due diligence experiences with UBS but also with other partners (i.e., regulators, insurers, telecommunication providers, etc.). Clients are in a position to (co-) own their data and use it with partners as they best see fit while being supported by UBS.

Click here to see all Model Wealth Manager Winners

Insight details

Sector
Capital Markets, Investment Management, Securities & Investments, Wealth Management
Content Type
Reports
Focus
Case studies, Industry Trends, Innovation & Emerging Technology, Legacy and Ecosystem Transformation, Technology trends
Location
Asia-Pacific, EMEA, LATAM, North America