Dream big, you're covered with lending referrals

Flexible financing solutions for any ambition  

At UBS, the Lending Referral Group has a seasoned portfolio of referral lenders offering creative financing options that can help you realize your dream.

Whether you’re in need of funds to expand your business or financing for a private jet, we’ll give you access to strategic borrowing solutions you may not have considered. By providing access to some of the top industry leading lenders, we focus on delivering a wide array of your specialized lending needs while complementing your full financial picture - wherever those ideas may come from.

We can connect you to a lender that makes sense for your ambition.

Lending Referral Group


Each lender has been strategically selected to complement the banking solutions we offer and for their commitment to serving clients. When you work with our referral lenders, you can be confident you’ll receive the same level of attention and service you’ve come to expect from UBS—from initial application to closing and beyond.

Agricultural lending

Crop and commodity knowledge, valuation expertise and financing to optimize the value of your land, including agricultural lands, farmlands, ranch and timber lands, recreational and conservation tracts lands.

Aircraft lending

Objective advice and attractive financing options for clients who are buying an aircraft for the first time or looking to finance a new one.

Art lending

Custom art financing solutions for clients who want to grow their art collection, leave a legacy for future generations, react quickly to new investment opportunities or seek additional liquidity.

Business lending

Business financing for wide-ranging client needs including financing solutions to expand current businesses, acquire new ones, strengthen current business with Accounts Receivables finance or unlock working capital trapped in your supply chain.

Classic car finance

Explore the value of your classic car collection as a source of financial liquidity or as part of your overall wealth management plan.

Corporate lending & asset finance

Flexible financing solutions that are attractive to businesses, individuals and family offices, and special purpose vehicles, who may have a need for immediate liquidity.

Middle market corporate lending

Offering middle market corporate companies and clients who are looking to expand their businesses capital to help them grow by providing access to financing options they may not have considered.

Private stock lending

Advising entrepreneurs and the companies they work for to unlock potential equity upside with no out-of-pocket costs by taking a proactive approach while seeking to minimize taxes.

RV lending

Pursue your dream of the open road and wake up in comfort wherever you may want to be with top tier RV financing options.

Special situations lending

Address complex financing needs with quick, dependable capital where non-dilutive tailored solutions are required for personal or business financing needs.

Student loans

Discover financing options for higher education, including undergraduate, graduate, law, M.B.A and Parent PLUS loans (parents borrowing on behalf of their children) for one convenient monthly payment.

Yacht lending

Access financing for a new or used boat, a sailboat, a motor yacht or a superyacht so you can readily set sail with your loved ones.

Virtual client events

Watch replays of past virtual client events.

US Agriculture: A discussion on policy, sustainability and investment

A conversation with former Governor Jeb Bush, former Commissioner of Agriculture Adam Putnam, and AgAmerica Lending CEO Brian Philpot discussing their perspectives on the current landscape of agirculture.

Hosted by Linda Bestepe, Former Head of Referral Lending Solutions at UBS and James Jack, Head of Business Owners Segment at UBS.

The State of Small Business Lending
 

Hear from an accomplished industry leader, Newtek CEO Barry Sloane, who discusses how Newtek has helped businesses succeed amid unprecedented times.

Hosted by Linda Bestepe, Former Head of Referral Lending Solutions at UBS and James Jack, Head of Business Owners Segment at UBS.

     

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The products and services described are provided by third-party firms (the “Firms”) and not by UBS Financial Services Inc. or its affiliates (”UBS”). UBS does not act as your Financial Advisor in connection with the referral to the Firms. UBS makes no representations or warranties with respect to any product or service offered by the Firms, and UBS will have no input concerning such products and services. UBS and the Firms are independent of each other and do not have an agency, partnership or employment relationship, and UBS may not act for or bind the Firms in any manner. All applications or requests for products or services must be made directly with the Firms and are subject to their internal review and approval process. The Firms will compensate UBS for any referrals.

Important information about brokerage and advisory services.
As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.

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Expiration:08/31/2023 Approval date: 08/01/2023 Review Code: IS2204297

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