Achieving success together:
a relationship that adds value

Achieving success together: a relationship that adds value

Knowledge empowers. Drawing on expertise from right across our global organization, UBS provides timely, up-to-date and appropriate advice to enable you to make informed investment decisions. Dedicated in-house teams focus fully on ensuring you always have the big picture combined with the strategic advice most relevant to your individual situation.

All services offered to individuals also available

Our solution for:

Core holdings  Liquid holdings  Long-term holdings 
  • Corporate finance advisory/ industry knowledge
  • Buy and sell side M&A execution
  • Equity/debt capital markets (IPOs, Block trades)
  • Structured equity/financing
  • Hedging/risk management
  • Institutional sales coverage (EQ, FI, FX, derivatives)
  • Institutional trading tools
  • OTC derivatives/tailored SP
  • Institutional asset management for specific asset classes
  • Hedge fund advisory
  • Prime brokerage and managed accounts
  • Research
  • Private placements/ matchmaking
  • “Anchor investments” in IPOs
  • Private equity fund advisory
  • Real estate fund advisory
  • Values-Based Investing
  • Art and numismatics

Overlay strategies

  • Wealth planning, family advisory and philanthropy
  • Integrated custody and reporting
  • Risk management and  asset allocation
  • FX & leverage overlay