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.

UBS Access

Investor conference calendar

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.

Bespoke financing

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.

Investment research

Our experts use quantitative market research, digital footprint analysis, data science, and statistical modelling to bring a new level of understanding to investment decisions, while keeping what's important to our clients in view at all times.

Powered by UBS Evidence Lab, we aim to give our clients new ideas based on new evidence – and a structured framework to connect the dots across sectors, regions, and asset classes.

Combined with insight-sharing events around the world, our team of economists, analysts, strategists, and product managers offers our clients the breadth, depth, and originality of investment thinking.

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.

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.

UBS KeyInvest


UBS Warrants and CBBCs

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 Electronic Trading