Superior investment advice and solutions for family offices

Superior investment advice and solutions for family offices

Complex wealth situations require a financial partner with experience and proven expertise. As a global financial leader with wealth management at its core and established links into our investment bank and asset management business, UBS has the resources to consolidate complex requirements and develop integrated, customised solutions for your needs, for all strategies, situations and asset classes.

You can be served by a dedicated family office team from our London office or the country of your choice (depending on the relevant regulatory and cross-border framework).

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