UBS Global Family Office

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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.

About Global Family Office
Our solutions
Get in touch

Macro

The market briefing

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

Is it time for family offices to move to cash?
Here are our three key messages for family offices positioning their portfolios today.

Watch the video

Is pork barrel politics competitive? US President Biden has suggested a global minimum corporate tax rate, alongside large companies paying a sales tax to their customers' governments.

Explore more updates from CIO

The China Briefing
Exploring the strategic policies, tech converge and acceleration of online retail fueling new business models, a new wave of middle-class consumers and more market opportunity in China.

Find out the drivers behind China´s growth

The source

Powerful insights

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

Reports

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.

Discover more about Billionaires’ wealth

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.

Perspectives

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.

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

Financing

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

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.

Just traded – CHF 1.2bn FX Traded

Just traded Europe, Middle East and Africa

CHF 1.2bn in foreign exchange (FX)

through forwards, swaps and options.

Client situation

A sophisticated investor seeks to actively manage FX exposure, in order to hedge or gain certain exposures, respectively. The goal is to increase the hedge in USDCHF, while reducing hedging costs.

Solution provided

We delivered various forward trades and FX swaps with different tenors hedging the FX exposure to the respective base currency of each mandate (USD, CHF, GBP, CAD).

Transaction completed in July 2020
Note: Local jurisdictional restrictions could apply.

Just traded – USD 70m in Private equity

Just traded Asia pacific

USD 70m in private equity

via UBS exclusive private equity fund access.

Client situation

Looking to invest in thematic, long-term trends and willing to tolerate illiquidity to enhance returns.

Solution provided

We delivered a complemented existing liquid investment portfolio with three UBS exclusive private equity funds / deals in technology and healthcare space.

Transaction completed in September 2020
Note: Local jurisdictional restrictions could apply.

Just traded – USD 400m in equity solutions

Just traded Europe, Middle East and Africa

USD 400m in cash equity /derivatives

with direct market access and 200+ mm overdraft facility.

Client situation

Need for a robust platform and direct access for equity trading (cash and Exchange Traded Derivatives) with overdraft facility at competitive terms.

Solution provided

Direct access to UBS global trading capabilities and electronic tools in all three main times zones, and 24/5 multi-channel.

Transaction completed in October 2020
Note: Local jurisdictional restrictions could apply.

CHF 1.2bn in foreign exchange (FX) through forwards, swaps and options.

through forwards, swaps and options.

Client situation

A sophisticated investor seeks to actively manage FX exposure, in order to hedge or gain certain exposures, respectively. The goal is to increase the hedge in USDCHF, while reducing hedging costs.

Solution provided

We delivered various forward trades and FX swaps with different tenors hedging the FX exposure to the respective base currency of each mandate (USD, CHF, GBP, CAD).

Transaction completed in July 2020
Note: Local jurisdictional restrictions could apply.

USD 70m in private equity via UBS exclusive private equity fund access.

via UBS exclusive private equity fund access.

Client situation

Looking to invest in thematic, long-term trends and willing to tolerate illiquidity to enhance returns.

Solution provided

We delivered a complemented existing liquid investment portfolio with three UBS exclusive private equity funds / deals in technology and healthcare space.

Transaction completed in September 2020
Note: Local jurisdictional restrictions could apply.

USD 400m in cash equity /derivatives with direct market access and 200+ mm overdraft facility.

with direct market access and 200+ mm overdraft facility.

Client situation

Need for a robust platform and direct access for equity trading (cash and Exchange Traded Derivatives) with overdraft facility at competitive terms.

Solution provided

Direct access to UBS global trading capabilities and electronic tools in all three main times zones, and 24/5 multi-channel.

Transaction completed in October 2020
Note: Local jurisdictional restrictions could apply.

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

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We look forward to speaking with you.

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Video

Return & Impact

The market briefing

Is it time for family offices to move to cash? Here are our three key messages for family offices positioning their portfolios today.

Is pork barrel politics competitive? US President Biden has suggested a global minimum corporate tax rate, alongside large companies paying a sales tax to their customers' governments.

The China Briefing Exploring the strategic policies, tech converge and acceleration of online retail fueling new business models, a new wave of middle-class consumers and more market opportunity in China.

Powerful insights

Reports

Billionaires Report

Global Family Office Report

Perspectives

The co-economy opportunity

The best of UBS

Solutions for Return & Impact