Multi manager investments

Tailored portfolios for your needs

UBS has been providing private equity and infrastructure multi manager solutions since the late 1990s. Today, we are one of the most established global solution providers for these asset classes, managing over USD 11bn (as at end Jan 2016) of client commitments.

Delivering the best of our capabilities to you

AFA Infrastructure1

  • Investing in real assets for the functioning of any economy
  • Physical facilities and structures necessary for the functioning of an economy
  • Typical sectors are Energy & Utilities, Transport, Communication and Public Private Partnership
  • Main focus on OECD countries
  • Aim to provide stable, inflation linked and attractive cash yields

AFA Private Equity

  • Investing in privately held companies via experienced fund managers globally
  • Covering the whole range of strategies including Venture Capital, Growth, Buyouts and Special Situations
  • Aim to provide superior long-term returns fully capturing the illiquidity premium
  • Focus on portfolio construction and institutional servicing

WM Private Markets

  • Providing access to blue chip fund managers for HNWI/UHNWI clients
  • Investing in privately held companies via experienced fund managers globally
  • Covering the whole range of strategies including Venture Capital, Growth, Buyouts and Special Situations

Bringing our expertise to you

Meeting client needs

We manage the whole value chain of private markets investment management by providing access to exclusive fund managers, through portfolio construction capabilities, transparent and comprehensive reporting as well as client centric servicing.

Trust-based relationship

Our team of 30 professionals is located in four offices in Europe, the US and Asia with an average of 14 years' industry experience. Our risk management and governance focused culture arises from our strong footprint in providing private markets solutions for institutional and high net worth investors.

Broad product offering

We offer multi-manager products as well as customized mandate strategies. The aim is to generate stable cash flows and yield distributions through the implementation of a diversified strategy across sectors and geographies.

Finding the answers you need – our investment approach

AFA Infrastructure

  • We are a long-standing investor in the infrastructure asset class, offering exposure to global infrastructure via an experienced infrastructure portfolio manager.
  • Our primary focus is the developed markets (OECD), with selective exposure to other markets.
  • Our investment strategies include brownfield, greenfield and growth investments, plus specialized and niche strategies across Energy & Utility, Transport, Public Private Partnership and Communications.

AFA Private Equity

  • Alternative Funds Advisory (AFA) Private Equity was established in 1997, managing client commitments totalling approximately USD 9 bn for institutional investors and for HNW/UHNW clients.
  • We are one of the most experienced mandate and advisory services manager in Switzerland in the private equity space managing some dedicated client accounts for over 18 years.
  • We have a high-conviction approach throughout sectors and strategies with a strong focus on established private equity fund managers proven to be successful in their niche and to whom access is often heavily restricted.

WM Private Markets

  • Our WM Private Markets team has been providing UBS Wealth Management clientele access to the world's leading private markets funds since mid-1990s.
  • Our solutions encompass baskets of funds that provide exposure to thematic investment opportunities (SELECT) or, access to best-of-breed standalone managers (STRIPE).
  • Our dedicated and experienced team employs a highly selective approach to fund investing, targeting only 3 to 5 investments per year.

If you would like further information please get in touch.

Canada Asset Management

Views and opinions expressed are presented for informational purposes only and are a reflection of UBS Asset Management’s best judgment at the time a report was compiled, and any obligation to update or alter forward-looking statement as a result of new information, future events, or otherwise is disclaimed. Commentary is provided at a macro level and is not with reference to any investment strategy, product or fund offered by UBS Asset Management and is provided in Canada generally pursuant to the registration exemption provided for in Section 8.25(2) of National Instrument 31-103 and in Ontario pursuant to Section 34 of the Securities Act (Ontario) and does not purport to be tailored to the needs of the person or company receiving the advice.. The information contained in the materials should not be considered a recommendation to purchase or sell any particular security. The materials and content provided will not constitute investment advice and should not be relied upon as the basis for investment decisions. As individual situations may differ, clients should seek independent professional tax, legal, accounting or other specialist advisors as to the legal and tax implication of investing. Plan fiduciaries should determine whether an investment program is prudent in light of a plan's own circumstances and overall portfolio. UBS Asset Management services offered to Canadian persons are provided by UBS Asset Management (Canada) Inc., a Nova Scotia corporation. UBS Asset Management (Canada) Inc. is an indirect wholly-owned subsidiary of UBS AG and is registered as a portfolio manager and exempt market dealer (in all provinces of Canada), commodity trading manager (Ontario), adviser – commodity futures (Manitoba) and investment fund manager (Ontario, Quebec and Newfoundland), all pursuant to Canadian securities law. Materials may include forward-looking statements. Actual future results, however, may prove to be different from expectations. Past performance is no guarantee of future results. Potential for profit is accompanied by possibility of loss.

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