"UBS - Towards an Integrated Firm"
-
Upload
vladimir-matovic -
Category
Business
-
view
2.385 -
download
0
description
Transcript of "UBS - Towards an Integrated Firm"
![Page 1: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/1.jpg)
Company Analysis and Strategy Evaluation
Wairu KinyoriVladimir MatovicMaxim MiterevAnabel Juarez
You & Us
![Page 2: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/2.jpg)
Content
You & Us
Strengths & Weakness
Core competences & Competitive advantage
Evaluation of Global Strategy
Conclusions
![Page 3: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/3.jpg)
Strengths & Weaknesses
![Page 4: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/4.jpg)
Strengths
You & Us
Global presence
Diverse portfolio of services
Research competences
Strong and unified brand
Entrepreneurial leadership
Diverse business operation
![Page 5: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/5.jpg)
Weaknesses
You & Us
Lack of internal stakeholder buy in
Reward System
Non-alignment between external and internal images
Non-supporting infrastructure
![Page 6: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/6.jpg)
Core competences &
Competitive advantages
![Page 7: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/7.jpg)
Competence 3
Competence 2
Competence 1
Core competences
You & Us
Fostering entrepreneurial leadership
Leading a client focused UBS
Partnering for organic growth
Innovative HRM
Prahalad and Hamel (1990)access to marketscustomer benefits difficult to imitate
![Page 8: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/8.jpg)
Competitive advantages
You & Us
![Page 9: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/9.jpg)
CompetitiveAdvantage
You & Us
Duncan et al. (1998)
Valuable
Rare
Inimitable
Sustainable
Full rangeConfidence
Pioneered by UBSClosed industry
Rooted in cultureLeadership style
10 years to matchInterrelated strengths
![Page 10: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/10.jpg)
Evaluation of Global Strategy
![Page 11: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/11.jpg)
Strategy
You & Us
UBS’s Mission
Creation of a common brandCentralization of some of companies functionsCreation of a new corporate identity and a new corporate cultureStandardization of the infrastructureBuilding of cross-business teams and solutionsManagement Buy-InCreation of leadership oriented initiatives…
Strategic Path:
Strategy UBS’s Vision
![Page 12: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/12.jpg)
Framework
Gupta and Govindarajan (2001)
You & Us
Aim: Evaluate UBS’s Strategy through inspecting if & how its global presence translates into global competitive advantages.
Sources of Global Competitive Advantage: adapting to local market opportunities exploiting economies of scale exploiting economies of scope tapping the optimal locations for activities and resources maximizing knowledge transfer across locations
![Page 13: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/13.jpg)
adapting to local market opportunities
exploiting economies of scale
exploiting economies of scope
tapping the optimal locations for activities and resources
maximizing knowledge transfer across locations
Evaluation
You & Us
ITBrandingHR
![Page 14: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/14.jpg)
Framework
Hambrick and Cannella (1989)
You & Us
Aim: Evaluate which steps of the strategy implementation failed and which succeeded
Implementation levers:Resource commitmentSubunit policies and programsStructureRewardPeople
![Page 15: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/15.jpg)
Subunit Policies
and programs
Resource commitme
nt
RewardPeople
Structure
Evaluation
You & Us
‘One UBS’
Selling UpwardSelling Outward
Selling DownwardSelling Across
✓✓
✗✗
![Page 16: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/16.jpg)
Conclusions
![Page 17: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/17.jpg)
Conclusions
You & Us
Company had significant strengths to supports its extensive and profound change
Its cross-business collaboration and client focus differentiated UBS from the rest of the filed.
Only partial buy-in of UBS’s management & employees remained a significant challenge.Overall strategic change that UBS underwent was successful, however some parts of strategy implementation were not managed properly.
![Page 18: "UBS - Towards an Integrated Firm"](https://reader033.fdocuments.net/reader033/viewer/2022061221/54bfa6ce4a795942058b45c1/html5/thumbnails/18.jpg)
Thank you for your attention
Wairu Kinyori
Anabel Jaurez
Maxim Miterev
Vladimir Matovic
http://ke.linkedin.com/pub/wairu-kinyori/30/b39/5a0
http://uk.linkedin.com/pub/maxim-miterev/4/639/306
http://it.linkedin.com/in/vmatovic