UBS and Credit Suisse's wealth business merger will be awkward

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UBS and Credit Suisse's wealth business merger will be awkward
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UBS will become a Swiss wealth behemoth after buying Credit Suisse, but blending the two rivals could get awkward and messy

UBS was already a giant in wealth management before it agreed to buy doomed rival Credit Suisse.Whether clients stay or go depends on how quickly UBS can cure Credit Suisse's woes.

Rich clients as well as industry analysts are concerned that UBS will have to spend considerable time and resources to integrate Credit Suisse, which has been plagued by scandals for several years. For instance, Credit Suisse's then-CEO Tidjane Thiam was ousted in 2019 after it was discovered the bank had hired spies to trail star banker Iqbal Khan after he departed for UBS. Khan now leads UBS's global wealth business and could be responsible for integrating the two.

"Credit Suisse's reputation is worse than UBS in the family office ecosystem. Does that degrade UBS by their combination? Yes," said Oliver. But the impact will be felt overseas. With mass layoffs expected at Credit Suisse, customers may choose to follow their advisors and bankers rather than stay with the newly merged institution, said Max Georgiou, a London-based analyst at Third Bridge.

"There is no quick and easy solution to this. UBS needs to dispose and restructure underperforming business units, put in the right people, and improve risk and control measures throughout the CS business so that past mishaps and scandals do not occur again," said Ibrahim."All of this requires significant time and effort from the management team."no longer as secretive as they used to be, and have shared account data with foreign tax authorities since 2018.

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