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UBS Financial Services
UBS Financial Services traces its modern structure to the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation, which created UBS AG.
UBS Financial Services
UBS Financial Services traces its modern structure to the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation, which created UBS AG. The firm serves as the primary distribution channel for UBS Group's investment products, including its Global Wealth Management division, and holds a dominant position in managing assets for ultra-high-net-worth families and institutions worldwide. The firm allocates capital across private credit, infrastructure, real estate, and hedge funds, with increasing emphasis on direct investments and co-investments alongside external sponsors. Confirmed positions include participation in infrastructure deals and real-asset financing through UBS Asset Management. Geographically, it covers all major regions with a concentration in the Americas, Europe, and Asia-Pacific. UBS Financial Services operates out of at least eight global offices, including Amsterdam, New York, London, and Singapore. The firm does not disclose its own AUM separately from UBS Group's consolidated figures. July 2024: UBS completed the legal integration of Credit Suisse's wealth management business in Switzerland, absorbing $1.4 trillion in client assets and expanding its global advisory platform. Unlike standalone family offices or boutiques, UBS Financial Services is a division of a publicly traded bank, governed by banking regulators. This structure offers clients access to the bank's balance sheet, research, and product manufacturing capabilities.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
Zürich
Corporate office
Zürich, Switzerland
Additional offices
Amsterdam · New York · London · Palm Beach · Singapore · São Paulo · Tokyo · San Francisco
Sector focus
Frequently asked questions
Who runs investment decisions at UBS Financial Services?
Investment decisions at UBS Financial Services are executed by the firm's regional investment committees and led by the Chief Investment Officer of UBS Global Wealth Management, who oversees asset allocation and product selection.
How does UBS Financial Services source proprietary deal flow?
UBS sources deals through its corporate and institutional banking relationships, its global network of UHNW clients, and via its asset management division, which co-invests alongside external sponsors.
Is UBS Financial Services structured as a single family office?
No. UBS Financial Services is a division of the publicly traded UBS Group AG, operating as a commercial bank and wealth manager. It serves multiple family offices and institutions.
Does UBS Financial Services participate in fund commitments or only direct deals?
The firm uses both. It allocates capital to a range of private funds, including private credit and infrastructure funds, while also pursuing direct co-investments through UBS Asset Management.
What investment stages does UBS Financial Services typically target?
UBS Financial Services targets late-stage private equity, infrastructure, real estate, and credit opportunities, with a focus on stabilized assets, senior debt, and secondary transactions.
Which sectors does UBS Financial Services explicitly avoid?
The firm does not publicly disclose any explicit sector exclusions. Its mandate focuses on income-generating assets and capital preservation, avoiding early-stage venture and high-growth technology bets.
Where does the underlying wealth come from?
Wealth originates from UBS's global client base, including entrepreneurs, corporate executives, and inheritors, primarily from Europe, the Americas, and Asia. The bank does not attribute wealth to a single family or source.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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