Achieving success together: a relationship that adds value

Achieving success together: a relationship that adds value

Knowledge empowers. Drawing on expertise from right across our global organization, UBS provides timely, up-to-date and appropriate advice to enable you to make informed investment decisions. Dedicated in-house teams focus fully on ensuring you always have the big picture combined with the strategic advice most relevant to your individual situation.

Our solution for:

Core holdings 

Liquid holdings 

Long-term holdings 

  • Corporate finance advisory/ industry knowledge
  • Buy and sell side M&A execution
  • Equity/debt capital markets (IPOs, Block trades)
  • Structured equity/financing
  • Hedging/risk management
  • Institutional sales coverage (EQ, FI, FX, derivatives)
  • Institutional trading tools
  • OTC derivatives/tailored SP
  • Institutional asset management for specific asset classes
  • Hedge fund advisory
  • Prime brokerage and managed accounts
  • Research
  • Private placements/ matchmaking
  • “Anchor investments” in IPOs
  • Private equity fund advisory
  • Real estate fund advisory
  • Values-Based Investing
  • Art and numismatics

Overlay strategies

  • Wealth planning, family advisory and philanthropy
  • Integrated custody and reporting
  • Risk management and  asset allocation
  • FX & leverage overlay