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

1Alternative Funds Advisory

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.
UBS logo, to home page

Distribution Partners

In order to proceed, you must confirm that you are a qualified investor based in Switzerland or a professional investor in Liechtenstein.

Disclaimer

For marketing and information purposes by UBS.

For qualified investors only. The information and opinions contained in this document have been compiled or arrived at based upon information obtained from sources believed to be reliable and in good faith, but is not guaranteed as being accurate, nor is it a complete statement or summary of the securities, markets or developments referred to in the document. UBS Asset Management Switzerland AG and / or other members of the UBS Group may have a position in and may make a purchase and / or sale of any of the securities or other financial instruments mentioned in this document.

UBS funds under Swiss, Luxembourg, German, Irish law.

Before investing in a product please read the latest prospectus carefully and thoroughly. Units of UBS funds mentioned herein may not be eligible for sale in all jurisdictions or to certain categories of investors and may not be offered, sold or delivered in the United States. The information mentioned herein is not intended to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not a reliable indicator of future results. The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming units. Commissions and costs have a negative impact on performance. If the currency of a financial product or financial service is different from your reference currency, the return can increase or decrease as a result of currency fluctuations. This information pays no regard to the specific or future investment objectives, financial or tax situation or particular needs of any specific recipient. The details and opinions contained in this document are provided by UBS without any guarantee or warranty and are for the recipient's personal use and information purposes only. This document may not be reproduced, redistributed or republished for any purpose without the written permission of UBS Asset Management Switzerland AG. Source for all data and charts (if not indicated otherwise): UBS Asset Management

This document contains statements that constitute “forward-looking statements”, including, but not limited to, statements relating to our future business development. While these forward-looking statements represent our judgments and future expectations concerning the development of our business, a number of risks, uncertainties and other important factors could cause actual developments and results to differ materially from our expectations.

Representative in Switzerland for UBS funds established under foreign law: UBS Fund Management (Switzerland) AG, P.O. Box, CH-4002 Basel. Paying agent: UBS Switzerland AG, Bahnhofstrasse 45, CH-8001 Zurich. Prospectuses, simplified prospectuses or key investor information, the articles of association or the management regulations as well as annual and semi-annual reports of UBS funds are available free of charge from UBS Asset Management Switzerland AG, P.O. Box, CH-4002 Basel or from UBS Fund Management (Switzerland) AG, P.O. Box, CH-4002 Basel.

The representative and paying agent in Liechtenstein for UBS Funds under foreign law is Liechtensteinische Landesbank Aktiengesellschaft, Städtle 44, FL-9490 Vaduz. Prospectuses, simplified prospectuses or key investor information, the articles of association or the management regulations as well as annual and semi-annual reports of UBS funds in German are available in a language required by the local applicable law free of charge from Liechtensteinische Landesbank Aktiengesellschaft.

More explanations of financial terms can be found at ubs.com/glossary

© UBS 2019. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved.