Independent firm profile
UBS Investment Bank
Swiss-headquartered global investment bank with strong equities and FX.
- Headquarters
- Zurich, Switzerland
- Founded
- 1862
- Funding model
- Bank / Institutional
- Region served
- Europe
Community rating
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Overview
What this firm is and who it serves
UBS Investment Bank, now combined with Credit Suisse's markets business post-2023 acquisition, runs principal risk in equities, FX, rates, and credit primarily to serve wealth and institutional clients.
"Be the premier global wealth manager with a focused investment bank."
At a glance
Structured facts about this firm
- Firm Type
- Bank / Institutional prop firm
- Market Focus
- Stocks, Forex
- Trading Style
- Bank or Institutional Prop Desk
- Institutional Level
- Retail-accessible proprietary firm
- Retail Accessibility
- Open to retail traders
- Geography
- Zurich, Switzerland · Europe
- Known For
- Top European IB
- CEO
- Sergio Ermotti
- Team size
- 100,000+ group-wide
Funding programs
Account types and the path to capital
Evaluation
—Not required by this firm.
Instant funding
—Not offered by this firm.
Scaling plan
—No formal scaling plan documented.
Not applicable.
Trading rules
What's allowed, what isn't
Asset classes supported
Related terms: trailing drawdown · consistency rule · profit split
Platforms & technology
Where and how you trade
Supported platforms
Payout structure
How and when you get paid
Pros & cons
A balanced view based on documented terms
Strengths
- +Global scale
- +Strong equities
- +Swiss balance sheet
Trade-offs
- −Bank-employee comp
- −Restructuring history
Frequently asked questions
Common questions about UBS Investment Bank
Is UBS Investment Bank a legitimate prop firm?+
UBS Investment Bank was founded in 1862 and is headquartered in Zurich, Switzerland. Swiss-headquartered global investment bank with strong equities and FX.
Does UBS Investment Bank require an evaluation?+
No. UBS Investment Bank offers funded accounts without a traditional evaluation phase.
What is the profit split at UBS Investment Bank?+
UBS Investment Bank's published profit split is: Discretionary bonus.
How often does UBS Investment Bank pay out?+
UBS Investment Bank processes payouts on a annual basis.
What platforms does UBS Investment Bank support?+
UBS Investment Bank supports the following trading platforms: Internal.
What trading restrictions does UBS Investment Bank enforce?+
At UBS Investment Bank, news trading is allowed, overnight holding is allowed, weekend holding is allowed. Always confirm current rules directly with the firm before trading.