# UBS Global Family Office

UBS Global Family Office is a Multi Family Office based in San Francisco, United Kingdom.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Francisco, United Kingdom
- **Region:** Europe
- **Address:** London, United Kingdom
- **Assets under management:** Undisclosed
- **Website:** ubs.com
- **LinkedIn:** https://www.linkedin.com/company/ubs

## Regulatory record

- **Reports private funds:** No

## About

UBS Global Family Office was established as the multi-family office offering within UBS Wealth Management. It focuses on advisory, investment management, and wealth planning for ultra-high-net-worth families. The firm deploys across buyouts, growth equity, and venture capital. Asset classes include private equity, hedge funds, real estate, private credit, infrastructure, and direct co-investments. Confirmed geographies span Europe, North America, and Asia. Portfolio exposure includes positions in ClimateTech, Digital Health, and Robotics & Automation. UBS Group reports $7 trillion in invested assets as of April 2026. The family office unit maintains partnerships with Campden Wealth and the Institute for Private Investors. It also supports the UBS Optimus Foundation for philanthropic structuring. The unit operates inside the larger UBS banking platform, giving clients access to integrated custody, lending, and execution services not available to standalone family offices.

## Sectors

- ClimateTech
- Energy Transition & Renewables
- Luxury
- AgriTech & FoodTech
- EdTech
- Circular Economy
- Digital Health
- Healthcare Services
- Robotics & Automation
- WaterTech

## Questions

### Who runs investment decisions at UBS Global Family Office?

Investment decisions sit within UBS Wealth Management leadership. No individual CIO is named for the family office unit in public materials.

### Does UBS Global Family Office participate in fund commitments or only direct deals?

The unit executes both fund commitments and direct co-investments. Confirmed types include fund-of-funds, SPVs, and secondaries.

### What investment stages does UBS Global Family Office typically target?

Stages include buyout, growth equity, and venture capital according to the firm's disclosed focus areas.

### Which sectors does UBS Global Family Office explicitly avoid?

No explicit avoidance list is published. Activity centers on the ten sector tags listed in the profile.

### How is UBS Global Family Office related to UBS Group?

It functions as a dedicated offering inside UBS Wealth Management, leveraging the parent bank's balance sheet and infrastructure.

## Related profiles

- [Typhoon Capital](https://altss.com/profile/typhoon-capital)
- [Udyat Ventures](https://altss.com/profile/udyat-ventures)

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Last updated: 2026-07-08T20:43:13.453Z

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