Securities-backed financing provides liquidity without having to sell your existing assets. Your securities serve as collateral.
Securities-backed financing at a glance
Amount, currency and term all of your choosing
Favorable terms thanks to securities as collateral
Easy availability of capital
- Access cash: You obtain liquidity without having to sell your existing investments.
- Take advantage of investment opportunities: You can react quickly, without having to restructure your portfolio.
- Optimize returns: Securities-backed financing lets you optimize the income potential of your portfolio.
- Increase your security: You can diversify assets or hedge against currency risks.
Structured loan solution as an alternative
Compared to securities-backed financing, structured credit facilities are more flexible regarding additional accepted securities, structures and credit conditions. Our structured credit structured credit facilities are tailored to your precise needs and financial objectives.
- Single stock holdings
Many entrepreneurs and executives hold assets in individual stocks. We can use these holdings as security for short- and medium-term loans.
- Portfolios with concentrated stocks, bonds and hedge funds
Some investors possess large holdings in individual stocks, bonds and hedge funds. We offers tailored financing solutions for which these investments can be used as security.
- Private equity limited partnerships
Private equity funds usually have a long investment horizon and a limited secondary market. We can use your private equity investments as collateral for loans to grant future requests for capital.
This also enables you to implement investment diversification strategies and achieve general personal and business objectives.
- Unlisted equity investments
Do you hold a large quantity of an unlisted stock, some or all of which you plan to sell? We can provide you with collateralized loans based on your strategic investments in unlisted companies.
We can also provide extended financing solutions by means of
- strategies for risk hedging,
- loans with recourse to strong financial counterparties,
- complex credit structures.
Your investments in the best hands
Invest with UBS and decide how much advice you want and what decisions you’d rather make yourself.
- Development of your investor profile
- Suitable investment selection
- Portfolio monitoring
How would you like to invest?
As individual as you
Put together your personal portfolio out of some 50 different building blocks – we’ll take care of the day-to-day management for you.
Because a personal conversation is worth a lot
What can we do for you? We’re happy to address your concerns directly. You can contact us in the following ways: