# UBS Group AG

UBS Group AG is an Asset Manager based in London (England), Switzerland.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** London (England), Switzerland
- **Region:** Europe
- **Address:** Zurich, Switzerland
- **Founded:** 1862
- **Assets under management:** Undisclosed
- **Website:** ubs.com

## About

UBS Group AG is a London-based investment adviser registered with the SEC since 1991. It manages approximately $11.0 billion in regulatory assets. The firm is headquartered in England.

## Sectors

- Real Estate
- Private Equity
- Private Credit
- Infrastructure
- Hedge Funds

## Offices

- New York, United States
- London, United Kingdom
- Hong Kong
- Singapore

## People

- Sergio Ermotti — Group Chief Executive Officer

## Questions

### Who runs investment decisions at UBS Group?

Sergio Ermotti serves as Group CEO, with overall strategic direction. Investment decisions are decentralized across divisions: Iqbal Khan and Rob Karofsky are Co-Presidents of Global Wealth Management, and Aleksandar Ivanovic heads Asset Management. Each division maintains independent investment committees that allocate capital according to client mandates and risk parameters set by the group board, per the firm's 2023 governance disclosures.

### How does UBS source proprietary deal flow for its private clients?

UBS leverages its combined wealth management and investment banking platforms to surface direct co-investments, pre-IPO allocations, and private credit origination for its ultra-high-net-worth client base. The acquisition of Credit Suisse added significant private markets distribution capabilities, particularly in Asia-Pacific, where Credit Suisse had cultivated relationships with regional private banks and sovereign wealth funds. The firm's transaction sourcing is further amplified by its corporate advisory teams, who channel deal flow from institutionally originated M&A and sponsor-backed buyouts into private wealth portfolios.

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

UBS allocates across both primary fund commitments and direct co-investments, depending on the client segment. Its Asset Management division runs an institutional fund-of-funds program spanning private equity, real estate, infrastructure, and hedge fund strategies, committing over $100 billion to third-party GPs over the last decade. Simultaneously, Global Wealth Management clients access direct deal flow through UBS's private markets group, which syndicates individual company and asset-level investments sourced from the investment bank and external partners.

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Last updated: 2026-06-25T23:20:01.005Z

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