We help our clients gain access to the people and perspectives that can help unearth investment opportunities.
Through our extended network we help bring together companies and investors. Our conferences and industry-specific events offer our clients market perspectives that can help shape ideas on particular sectors or topics of interest.
We organize field trips and bespoke roadshows to help clients make the right connections with experts, policy makers and companies on the ground.
Advisory / M&A
An M&A transaction can be a defining moment in any corporate’s life. It's a time when the right advice and support can be invaluable.
On sales, acquisitions, and mergers of public and private companies, we can call on one of the deepest and broadest M&A businesses in the industry.
We don’t shy away from complexity. Whether it's for global joint ventures, inbound public takeovers, or cross-border deals, we embrace the challenges that these types of transactions bring. And, the long-term relationships with the private equity and financial sponsor communities that we build and grow, continue to benefit our clients.
Long term or short, straightforward or complex, we have the understanding and ability to shape the right financing solution for our clients.
Combining our clients' insight with our transactional expertise, we work alongside our clients on specialized, structured, and leveraged finance projects.
We call upon our breadth and depth of expertise to provide innovative ideas that are tailor-made. Behind the scenes, we continue to refine our service offerings by learning from each and every client situation.
Debt and equity capital markets
Not only do we help our clients to spot market trends, we also help our clients to act on them.
We guide our clients through the intricacies of equity and debt capital markets, tapping into our best minds and deep experience, and providing access to capital in multiple products and currencies.
We offer bespoke solutions for public and private clients. Whether for stake-building, hedging, yield enhancement, or disposal, we help our clients to manage their equity stakes worldwide.
ESG and Sustainability
We are striving to be at the forefront of ESG and Sustainability, reflected in the quality and depth of advice and the products we are able to offer clients.
From supporting deals that matter, to our ESG research and how we are partnering in society, we want to make sustainability the everyday standard across the firm.
Global financing services
When asset management firms need front-to-back prime brokerage and financing services, they can turn to us.
Our connected global network means that we can provide core services – such as clearing and settlement capabilities – alongside a range of complementary services, including capital introduction and business consulting.
In addition to offering a bespoke approach to accessing the investor community, we provide our clients with consultancy services over the life-cycle of a business enabling clients to navigate the ever changing landscape within which they operate.
We strive to help our hedge fund clients achieve their financial targets and minimize risk through the strength of our global franchise.
Starting with the pivotal questions that matter to our clients’ decisions, we apply the right research instruments for new evidence to deliver clear insights.
Private Financing Markets
UBS Private Financing Markets is fully dedicated to private markets with a global presence across Americas, EMEA and APAC. Our team is specialized to act as a seamless point of connectivity cross-sector, cross-markets and cross-regions. We partner with bankers, product experts and partners in the origination, execution and distribution of private capital transactions.
Retail investment products
A global derivatives platform delivered locally. To suit individual investment objectives and risk appetite, we offer a wide range of products and solutions to retail investors.
We provide access and entry to different markets and strategies, so that clients can diversify their portfolios based on sector, asset class and market volatility. That way, our clients can manage their investments in a way that helps to get the most out of them.
Sales & trading
We don’t just offer our clients a wide range of sales, trading, execution and clearing services; we try to make such services simple, intuitive and flexible for our clients to use.
Whatever our clients' investment and trading strategies, we help them to engage effectively with the markets that matter most to them.
From cash equities to credit, derivatives to emerging markets, we give our clients access to the products and liquidity they need.
Our technology and award-winning platforms take this access to the next level.
Among these platforms is UBS Neo, our highly innovative cross-asset investment banking platform that was recently named the 2015 OTC Trading Platform of the Year by Risk Magazine. UBS Neo enables our clients to collaborate, analyze, trade, and manage – all in one place.
UBS Data Solutions
UBS Data Solutions was designed to surface and commercialize UBS data in a sustainable, centralized and controlled way. Our robust, secure, and scalable platform is built on a cloud-based architecture using Application Programming Interface (API) delivery that allows clients easy, programmatic access to our data. We source our proprietary data from multiple internal systems across many asset classes.
Our goal is to provide our institutional clients with unique data to help them optimize their business objectives from model input and alpha generation to risk management and operational support. Our dedicated global Data Solutions team is designed to ensure our clients are given the right tools and knowledge to build and maintain their data business in the most efficient manner possible.
UBS Evidence Lab
UBS Evidence Lab was designed using our philosophy on how to analyze data in the most relevant and practical way: starting with the right questions. Our experts, working globally across 45 specialized areas, apply the right combination of tools for the questions that matter most – questions from UBS Research analysts, active investors, and other market sources.
A subscription to UBS Evidence Lab provides access to the same evidence that we provide to our UBS Research analysts. Get access to insight-ready datasets for 1000s of companies.
With proprietary processes engineered over almost five years, the labs harvest, cleanse and connect billions of data items each month.
UBS Quant Solutions
UBS Quant Solutions provides a wide range of services designed for clients employing quantitative investment strategies.
These include execution technology, global connectivity, access to liquidity, low execution costs, post-trade, and prime brokerage services.