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UBS Financial Services
UBS Financial Services is an SEC-registered investment adviser in WEEHAWKEN, NJ, since 1971. The firm manages $915.8 billion in assets, with $403.0 billion on...
UBS Financial Services
UBS Financial Services is an SEC-registered investment adviser in WEEHAWKEN, NJ, since 1971. The firm manages $915.8 billion in assets, with $403.0 billion on a discretionary basis. It has 12524 employees and 9149 investment advisers.
General information
Firm type
Asset Manager
Year founded
1971
Location
Region
Europe
Country
Switzerland
City
Weehawken
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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