Return & Impact

For you – existing and emerging billionaires, family officers and leading institutional investors. We invest in relationships and put clients’ interest first by mobilizing the best of UBS worldwide and connecting them with recognized experts and peers around the globe.


The market briefing

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

The source

Powerful insights

Access our latest insightful research and gain fresh perspectives on the issues most relevant to you and your business.


Our reports offer a unique window into what billionaires and the large family offices around the world are thinking and doing.

Billionaires Report

In its seventh edition, the UBS/PwC Billionaires insights report 2020 provides in-depth insights into the wealth of over 2,000 billionaires around the world, and the shape of their wealth in turbulent times. 

Global Family Office Report

Our study focuses on 121 of the world’s largest single family offices, covering a total net worth of USD 142.4bn.


This series of articles offers thought-provoking ideas to help you navigate a world of continuous change and innovation.

The co-economy opportunity

Despite unprecedented turbulence, the co-economy continues to blossom, redefining work, rest and play, transforming how we will drive profit, define “value” and unlock opportunity in the future.


Our solutions

The best of UBS

It’s all about what we deliver to you. At Global Family Office, we work with existing and emerging billionaires, family officers and leading institutional investors to deliver financial and non-financial solutions, day by day.


Solutions for Return & Impact

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.

UBS Global Family Office

Core Business

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

Investment portfolio

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

  • Tailored investment solutions
  • Sustainable/impact investing
  • Cash management
  • Hedge funds and investment funds
  • Capital markets coverage
  • Institutional digital trading services
  • Prime brokerage
  • Global custody and reporting

Strategic investments

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


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

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.

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.


About Global Family Office

Ready to start a conversation?

We look forward to speaking with you.