Return & Impact

For you – existing and emerging billionaires, family officers and leading institutional investors. We mobilize the best of UBS worldwide and connect you with recognized experts and peers around the globe.

Macro insights

The market briefing

Meaningful analyses. Timely insights. Hear from our experts on the issues shaping the fast-changing global economic landscape.

 

Asset allocation for family offices: exploring new perspectives

Regional spotlights: opportunities and concerns for family offices

Explore regional spotlights

Private equity: a favored source of return for family offices

Discover more on private equity

Listen our podcast: 2H outlook - Stagflation, reflation, soft landing, or slump?

Go to the podcast series

Reports

Billionaire Ambitions Report 2022 "Innovation and impact“

We surveyed a sample of UBS’s billionaire clients for the first time. Our research shows that the wealthiest in society see it as their responsibility to tackle global challenges, using their business capital to generate return and impact.

Explore more insights

Perspectives

 

Access to our latest insightful research and gain fresh perspectives on global issues. This series of videos and articles offers thought-provoking ideas to help you navigate a world of continuous change and innovation.

 

A multi-speed world series – Future work models

Data dichotomies

Our solutions

It’s all about what we deliver to you. We work with family officers and leading institutional investors to deliver financial and non-financial solutions, day by day.

No matter how sophisticated your needs might be, we are ready to understand you and mobilize the best of UBS worldwide to create individualized solutions which help you grow and preserve your wealth.

Understanding your goals, challenges and ambitions, is our guiding principle to address all dimensions of your wealth.

  • Wealth structuring
  • Family office governance
  • Strategic philanthropy
  • Connectivity and insights
     

We can design comprehensive investment strategies to cater to your various investment needs and preferences.

  • Tailored investment solutions on portfolio and asset class level
  • Sustainable and Impact investing
  • Capital markets coverage
  • Digital platforms for trading and infrastructure services

Access to a broad selection of investment opportunities in unlisted established and growth-oriented businesses across sectors, transaction sizes, and geographies.

  • Direct investments: private deals and co-investments
  • Private equity/debt
  • Real estate and infrastructure

We provide you expertise and scale to enable uniquely flexible financing solutions across multiple strategies.

  • Structured lending
  • Lombard lending
  • Real estate financing
  • Aircraft financing

Access to a breadth of solutions and expertise to drive your business forward, we support and advice across different stages of business maturity.

  • Corporate financing advisory and sector expertise
  • Mergers and acquisitions
  • Capital market access
  • Corporate financing
 

Execution lab

Learn more about how we helped clients around the world to reach their financial and personal goals by understanding their needs and offering individually tailored solutions.

For illustrative purposes only. The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested. Each client’s circumstance may be different. There is no guarantee of the future success of any of the strategies discussed.

 

Ready to start a conversation?

We look forward to speaking with you.

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.