Alternative investments

Diversify your portfolio beyond traditional asset classes

As a world leader in wealth management, UBS offers an extensive global platform. Our skilled team can inform your thinking by recommending strategies that may be appropriate for your overall wealth plan.

Why consider alternative investments

Complementing your existing portfolio with alternatives may benefit your long-term wealth strategy. Consider the points below.

Access to nontraditional strategies

May provide investors with exposure to strategies that are typically only available to large institutions and endowments.

Portfolio diversification

Diversifying beyond traditional stocks and bonds may provide increased flexibility in pursuing upside potential, while managing downside risk.

Historical outperformance versus traditional asset classes

Alternative investment performance is not typically consistent with that of the public markets.

Manage volatile market cycles

Alternatives may help your portfolio weather volatile market cycles and downturns.

Please note that interests of alternative investment funds (Funds) are sold only to qualified investors, and only by means of offering documents that include information about the risks, performance and expenses of the Funds, among other things. An investment in alternative investment funds is speculative and involves significant risks.

A wide range of alternative investment solutions

UBS offers multiple alternative investment strategies

Depending on your goals, risk appetite and time horizon, your Financial Advisor can help you understand how each alternative asset class works. Our platform includes the following.

Hedge funds

  • Actively managed portfolios, covering numerous strategies, market exposures and risk/return profiles
  • Key strategies include equity long/short, event driven, global macro and relative value

Private credit

  • Investments in debt that is illiquid and not readily tradable on a public exchange
  • Key strategies include direct lending, distressed and special situations, structured credit and real estate credit

Private equity

  • Actively managed pools of capital that invest in public and private companies
  • Key strategies include venture, growth equity, mezzanine, special situations and buyouts

Real estate

  • Pools of actively managed capital that invest in commercial and residential properties
  • Key strategies include core, core plus, value-added and opportunistic

Managed futures

  • Actively managed portfolios that invest in global currencies, fixed income, stock indices and commodities through futures, forwards and options
  • Key markets include interest rates, equity indices, currencies and commodities

Please note that interests of alternative investment funds (Funds) are sold only to qualified investors, and only by means of offering documents that include information about the risks, performance and expenses of the Funds, among other things. An investment in alternative investment funds is speculative and involves significant risks.

Guided by our robust investment process, our team sources alternative investment opportunities in the US and abroad to ensure a quality offering for our clients.
Jerry Pascucci, Co-Head of Alternative Investment Solutions, UBS Global Wealth Management
Headshot of Jerry Pascucci

Alternative investments at UBS Wealth Management

What sets us apart?

The UBS Alternative Investments team has the experience, expertise and access to opportunities that can align strategically with your long-term needs and goals.

Longstanding expertise

For over 25 years, UBS has delivered alternative investments to clients, managing $158 billion in assets under management globally, invested across multiple strategies.

Global due diligence

With manager partnerships around the world, our global due diligence team of 34 investment professionals is uniquely positioned to source hard-to-access and niche opportunities worldwide.

Diverse product platform

Through relationships with 200+ investment managers globally, we offer a wide variety of product opportunities across diverse risk, return and liquidity profiles.

Thematic approach

Our investment selection process provides the most relevant solutions to our clients by first identifying specific investment themes and then aligning those with appropriate managers.

Other solutions

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Alternative investment strategies are investment vehicles that are formed by professional money managers to afford them greater flexibility to manage money in any market environment. These strategies typically have flexibility regarding the types of securities in which they can invest (e.g., options and futures contracts), the types of positions they can take (e.g., long and short positions) and the amount of leverage they are permitted to employ. A professional money manager can use these and other techniques to modify market exposure and create portfolio characteristics that may be desirable for certain clients (e.g., reduced correlation to financial markets, potential lower volatility, and better performance in “down” markets). This flexibility can add value when used skillfully. This flexibility does, however, add additional elements of risk and complexity, including that alternative investments are often long-term, illiquid investments that are not easily valued. Note that due to the nature of alternative investments, the risk and return assumptions used in this analysis may tend to overstate potential benefits but not fully reflect potential risks with respect to those investments.

Expiration:1/31/2025 Review Code: IS2400285