# UBS Asset Management (Canada)

UBS Asset Management (Canada) is an Asset Manager based in Toronto, Canada.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Toronto, Canada
- **Region:** Europe
- **Address:** Toronto, ON, Canada
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** ubs.com/ca/en/asset-management
- **LinkedIn:** https://www.linkedin.com/company/ubs-asset-management

## Regulatory record

- **Reports private funds:** No

## About

UBS Asset Management (Canada) Inc is a Toronto-based asset manager focused on North America. It offers investment solutions to clients. The firm is a subsidiary of UBS Asset Management.

## Sectors

- Equities
- Fixed Income
- Real Estate
- Infrastructure
- Private Equity
- Multi-Asset

## Offices

- Montreal, QC, Canada

## Questions

### Who runs investment decisions at UBS Asset Management (Canada)?

The Canadian country head oversees local portfolio management and client relationships, reporting into the Americas CEO of UBS Asset Management. Specific portfolio decisions within equity, fixed income, and real estate are made by dedicated PM teams in Toronto and Montreal. These teams draw on UBS's global analyst network while retaining autonomy over Canadian-domiciled mandates to comply with local regulatory and client governance requirements.

### How does the firm source direct infrastructure and real estate deals in Canada?

The Canadian real estate and infrastructure team originates domestic transactions directly, leveraging relationships with local developers, operators, and pension co-investors. It also participates in UBS's global direct investment programs, which allows Canadian institutional clients to access deals sourced in Europe, Asia, and the US. This dual sourcing model combines on-the-ground origination with a pipeline fed by one of the largest institutional real asset managers globally (per UBS, 2024).

### Is UBS Asset Management (Canada) structured as a separate legal entity from the Swiss parent?

Yes. UBS Asset Management (Canada) Inc is incorporated in Canada and registered as a portfolio manager with the Ontario Securities Commission and other provincial regulators. This structure subjects it to Canadian securities law, custody rules, and client-reporting standards that differ from the parent's Swiss and US regulatory frameworks. It operates as a wholly owned indirect subsidiary of UBS Group AG.

### How did the Credit Suisse acquisition affect the Canadian asset management business?

Completed in September 2023, the acquisition merged Credit Suisse Asset Management's Canadian client book and investment teams into UBS's existing operation. It expanded the combined firm's fixed-income and sustainable investing capabilities in Canada while adding institutional relationships that overlapped with UBS's existing pension and insurance client base. The integration is expected to yield significant cost synergies and deepen the Canadian bench (per UBS, 2023).

### What is the firm's known posture on co-investments alongside external GPs?

UBS Asset Management regularly participates in co-investments alongside the external private equity and infrastructure managers it backs through its fund allocation programs. Canadian institutional clients can access these co-investment streams through segregated mandates, gaining direct exposure to individual assets without paying full fund-level management fees. This is a key differentiator for large Canadian pensions seeking to reduce fee drag in private markets portfolios.

### Does UBS Asset Management (Canada) manage any liquid alternative or ETF products?

The Canadian platform offers liquid alternative mutual funds and exchange-traded funds that draw on UBS's global quantitative and systematic investing capabilities. Its ETF lineup includes equity income, factor-based, and thematic strategies listed on the Toronto Stock Exchange. However, the Canadian ETF business represents a comparatively small slice of UBS's global passive and smart-beta franchise.

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Last updated: 2026-06-03T20:00:00.000Z

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