O banco Winterthur foi fundado em 1862 na cidade suíça homônima, e em 1912 fundiu-se com o Banco Toggenburger para formar o Union Bank of Switzerland. Então, o Basler Bankverein foi fundado em 1872 e como resultado de várias fusões tornou-se o Swiss Bank Corporation. Em 1998, com a fusão do Swiss Bank Corporation (SBC) com o Union Bank of Switzerland formou-se o UBS.
O novo banco que surgiu da fusão, batizado de United Bank of Switzerland, UBS, tornou-se então o segundo maior banco do planeta, com um total de ativos de 644 bilhões de dólares, atrás apenas do Bank of Tokyo-Mitsubishi, do Japão. Passou também a ocupar o primeiro lugar na lista dos maiores administradores de recursos do mundo com um total de 920 bilhões de dólares de patrimônio de clientes sob sua responsabilidade.
No Brasil, o UBS adquiriu o Banco Pactual em 2006, por US$ 3,1 bilhões, depois de este ter passado por um forte período de crescimento. André Esteves, o principal sócio do Pactual, permaneceu na instituição suíça e foi responsável global pelas operações de renda fixa e câmbio, até junho de 2008.
O agravamento da crise de 2008 fez com que o UBS se desfizesse de alguns ativos e o Pactual voltou às mãos de Esteves, em 2009, por US$ 2,5 bilhões. André Esteves tinha recém fundado o BTG (Banking and Trading Group).
No Brasil, o UBS adquiriu o Banco Pactual em 2006, por US$ 3,1 bilhões, depois de este ter passado por um forte período de crescimento. André Esteves, o principal sócio do Pactual, permaneceu na instituição suíça e foi responsável global pelas operações de renda fixa e câmbio, até junho de 2008.
O agravamento da crise de 2008 fez com que o UBS se desfizesse de alguns ativos e o Pactual voltou às mãos de Esteves, em 2009, por US$ 2,5 bilhões. André Esteves tinha recém fundado o BTG (Banking and Trading Group).
Em 2017, o UBS adquiriu o multi-family office Consenso como um caminho para ganhar relevância no mercado de fortunas no Brasil.
Em 19 de março de 2023, o UBS concordou em fechar a compra do Credit Suisse depois de aumentar sua oferta para mais de US$ 3 bilhões. O acordo foi fechado em 3 bilhões de francos suíços, US$ 3,23 bilhões.
Em 12 de junho de 2023, o UBS conclui a aquisição do Credit Suisse. A transação criou uma gigante instituição financeira, com um balanço patrimonial de 1,6 trilhão de dólares.(Fonte: revista Exame - 17.12.1997 / jornal Valor - 28.08.2019 / 20.03.2023 / antagoNews! - 12.06.2023 - partes)
English version:
Banking in Switzerland has a very long tradition stretching back to medieval times. This heritage may explain the widespread impression both at home and internationally that Switzerland has always been a strong financial center. It is a perception that has repeatedly been reinforced in popular fiction as well as other media. In reality, the size and international reach of Swiss banking were largely a product of the second half of the 20th century and were significantly influenced by the Union Bank of Switzerland and the Swiss Bank Corporation (SBC), the two banks which merged to form UBS in 1998.
At the same time, this evolution of modern Swiss banking is firmly founded in the second half of the 19th century. Then, the forebears of both the Union Bank of Switzerland and SBC were established and actively contributed to the building of modern Switzerland’s industrialized economy. First, the Bank in Winterthur was founded in 1862, and in 1912 merged with the Toggenburger Bank to form the Union Bank of Switzerland. Then the Basler Bankverein was founded in 1872 and as a result of various mergers eventually became the Swiss Bank Corporation.
One of the main objectives of the merger that created UBS in 1998 was to establish a truly global firm to give private, corporate, institutional and sovereign clients worldwide access to services and markets, to advice and to the highestquality execution of orders and mandates. As a result of the merger the newly formed UBS was able to benefit from invaluable insight and experience built up over many years and from deeply rooted relationships in several countries.
Outside Switzerland, the Swiss predecessors of UBS had a long established presence in many cities across all continents, of which the oldest, London, was opened precisely one hundred years before the merger. More recently, UBS’s global roots were substantially strengthened by various acquisitions. Some of the firms acquired by the Union Bank of Switzerland, SBC and UBS in the 1980s, 1990s and 2000s also traced their historical roots back to the 19th century, most notably the US brokerage firm Paine Webber, the foundation upon which today’s UBS Wealth Management Americas is built. Other early examples of the historical heritage of UBS include Phillips & Drew, a predecessor of UBS Global Asset Management, founded in 1895. S.G. Warburg, a key foundation for the development of today’s UBS Investment Bank, was founded some decades later.
Banking in Switzerland has a very long tradition stretching back to medieval times. This heritage may explain the widespread impression both at home and internationally that Switzerland has always been a strong financial center. It is a perception that has repeatedly been reinforced in popular fiction as well as other media. In reality, the size and international reach of Swiss banking were largely a product of the second half of the 20th century and were significantly influenced by the Union Bank of Switzerland and the Swiss Bank Corporation (SBC), the two banks which merged to form UBS in 1998.
At the same time, this evolution of modern Swiss banking is firmly founded in the second half of the 19th century. Then, the forebears of both the Union Bank of Switzerland and SBC were established and actively contributed to the building of modern Switzerland’s industrialized economy. First, the Bank in Winterthur was founded in 1862, and in 1912 merged with the Toggenburger Bank to form the Union Bank of Switzerland. Then the Basler Bankverein was founded in 1872 and as a result of various mergers eventually became the Swiss Bank Corporation.
One of the main objectives of the merger that created UBS in 1998 was to establish a truly global firm to give private, corporate, institutional and sovereign clients worldwide access to services and markets, to advice and to the highestquality execution of orders and mandates. As a result of the merger the newly formed UBS was able to benefit from invaluable insight and experience built up over many years and from deeply rooted relationships in several countries.
Outside Switzerland, the Swiss predecessors of UBS had a long established presence in many cities across all continents, of which the oldest, London, was opened precisely one hundred years before the merger. More recently, UBS’s global roots were substantially strengthened by various acquisitions. Some of the firms acquired by the Union Bank of Switzerland, SBC and UBS in the 1980s, 1990s and 2000s also traced their historical roots back to the 19th century, most notably the US brokerage firm Paine Webber, the foundation upon which today’s UBS Wealth Management Americas is built. Other early examples of the historical heritage of UBS include Phillips & Drew, a predecessor of UBS Global Asset Management, founded in 1895. S.G. Warburg, a key foundation for the development of today’s UBS Investment Bank, was founded some decades later.
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