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Excerpts Contd...
Products Launched by UBS Contd...
UBS Personal Shariah Trust: Shariah Compliant Succession Planning Solution
The UBS Personal Shariah Trust was certified as Shariah-compliant by Shariah
Advisory Council. Through the UBS Personal Shariah Trust, UBS offered its
customers solutions to help them manage their wealth in accordance with Islamic
principles. The Personal Shariah Trust provided the investors with the following
benefits:
• Wealth transfer: A UBS Personal Shariah Trust provided an efficient and
confidential method for wealth transfer between generations along Shariah law...
The Road Ahead
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Through its innovative Shariah-compliant financial products,
UBS created a niche market for its products in several Middle East countries.
The target market was wealthy customers who wanted expert professionals to
manage their investments.
UBS focused on its three arms - wealth management, investment banking, and
securities and asset management, working with corporate, institutional and
retail clients for all its products including its Islamic products. The Islamic
banking industry held huge potential and according to many experts, only the
surface had been scratched...
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Exhibits
Exhibit I: UBS' Integrated Business Model
Exhibit II: Top 10 Wealth Management Firms in the World
Exhibit IIIA: UBS Income Statement
Exhibit IIIB: UBS - Balance Sheet
Exhibit IV: UBS - Stock Price Chart (June 2005 - June 2007)
Exhibit V: Islamic Finance and the Shariah Principles
Please note:
This case study was compiled from published sources, and is intended to be used as a basis for class discussion. It is not intended to illustrate either effective or ineffective handling of a management situation. Nor is it a primary information source.
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