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2018 Model Wealth Manager: Emerging Innovation: UBS

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23 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.

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