Family offices, entrepreneurs and global investors

Benefit from a global team working together seamlessly across Global Wealth Management, Asset Management and our Investment Bank to meet your interconnected needs.

Our solutions
Our leading insights
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Your needs

Are you looking for institutional-level solutions, with direct access to public and private markets, bespoke financings, tailored asset management capabilities and investment banking services? Would you benefit from professional insights on investment themes and ideas you can act on? Do you seek out thought leaders and peers to benefit from their knowledge and share perspectives?

Around your needs, your wealth management advisor leverages a collaborative interdisciplinary team of UBS specialists who will help deliver relevant content and timely solutions, making opportunities effortlessly accessible and actionable.

For every endeavor, call upon the global capabilities of UBS.

Get in touch

Our solutions

When you work with UBS, we focus on delivering outcomes, not products, that achieve your objectives.

We understand that, as our largest, most globally engaged clients, your needs are often interconnected, across personal and corporate holdings and across asset classes and geographies.

Our dedicated team approach brings the breadth and depth of UBS as one firm for your family wealth, entrepreneurial activities and corporate entities.

Every endeavor, seamlessly enabled

Employ the full know-how of UBS for all your requirements. Your advisor will swiftly connect you to the right expertise from across UBS, enabling you to capture opportunities when they matter most to you.

Make everywhere your business

For every journey, UBS is by your side putting you at the center of opportunities. Access our tailored solutions, local expertise and execution capabilities worldwide, making business abroad as effortless as at home.

More of the right connections

Through our global network, we’ll connect you with a community of like-minded peers and subject matter experts enabling new ideas and opportunities to take flight.

Global investors - Listed securities and OTC markets

Our market-leading content, investment management experts, securities trading platforms and execution services enable professional investors to optimize their strategies and navigate liquid markets effectively. These capabilities include:

Award-winning institutional-level research and investment ideas
Tailored institutional advisory and discretionary mandates with direct access to the portfolio managers.
Bespoke structured solutions covering a wide range of asset classes and all major markets for risk transfer, hedging and yield enhancement
Global multi-asset and multi-broker buy-side execution capabilities of UBS Execution Hub that can complement your existing trading activities where needed, or serve as your outsourced trading desk
Financing solutions leveraging UBS’s global expertise, scale and reach, ranging from prime brokerage to Lombard lending
Advanced performance, risk analytics and reporting solutions

Global investors - Alternative and strategic assets

Our holistic institutional-level approach to alternative asset allocation and strategic investments is tailored to meet your longer-term objectives of wealth preservation and growth for future generations.

These capabilities comprise:

Advisory and risk management solutions for your family core holdings
Partnerships with leading alternative investment managers, family offices and private investment partnerships to access unique direct and alternative investment deals across business sectors and geographies
Financing capabilities that help deliver bespoke solutions relying on illiquid investments such as family-controlled company shares and alternative investments including private equity, credit and hedge fund interests

Family business owners and entrepreneurs

Our in-depth sector and industry expertise, alongside our global advisory and capital markets capabilities, will help to unlock value for your corporate assets. Dedicated coverage teams comprise specialists in:

Advisory and execution capabilities for acquisitions, divestments and liquidity events
Capital raising in public and private equity and debt markets, with an unequaled network of investors ranging from sovereign wealth funds to global investment managers to family-controlled firms
Risk management solutions covering foreign currency, interest rates and market volatility
Innovative analytic tools employing generative AI to help identify new opportunities

Want to learn more about our UHNW solutions?

Understanding your goals, challenges and ambitions is our guiding principle so we can help you to address all dimensions of your wealth.

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Your questions answered

How can this team approach benefit you?

At UBS, we focus on knowing our clients’ needs and objectives. The clients for whom our team approach is most impactful have wide-ranging and interconnected needs across global markets and asset classes. They seek tailored solutions and seamless access to experts, content and connections to enable their wealth growth and preservation.

Drawing on our comprehensive range of institutional-level strategies, we are dedicated to supporting our clients in achieving their unique goals and aspirations.

As an entrepreneur, your needs may change over time. How could your relationship with UBS evolve?

We focus on delivering exceptional service that suit your needs over the wealth creation cycle. Whether it’s M&A advice to support growth through acquisitions, raising capital in the private or public markets, connecting you with potential partners, or helping you to diversify your wealth, before and/or after a liquidity event, your UBS team will bring its global reach and broad expertise to support your goals at every step of the journey.

How can UBS’s capabilities help you diversify into alternative assets?

You benefit from our size, reach and long track record which enable our clients to invest with many of the world’s most renown alternative asset investment firms. Our most institutional-like wealth management clients have access to bespoke fund solutions and unique investment opportunities, partnering with leading managers in the hedge fund, private equity, real estate, credit, and venture capital sectors.

Moreover, you can remain invested in liquid assets which can serve as collateral for financing solutions that provide the funding to achieve your goal of diversification through alternative assets.

How can you benefit from being part of UBS’s global client network?

In an already highly-connected world, the potential to build relationships between UBS clients stands apart. UBS’s network of family offices, private investment partnerships and professional investors represents an incomparable wealth of experience, expertise and investment opportunities across business sectors and geographies.

Our flagship events for family office executives, and our Investment Bank conferences, offer further opportunities to strengthen this institutional Global Wealth Management client network.

Our leading insights

Explore our flagship reports for a unique window into the trends that show significant impact on the changing world of wealth.

Global Family Office Report 2024

Our annual Global Family Office Report is the most comprehensive study of single family offices worldwide. In its latest edition the report focuses on 320 of the world’s largest single family offices and covers a total net worth of USD 608 billion, with the individual families’ net worth averaging USD 2.6 billion.

Read report

Billionaire Ambitions Report 2023

For the first time in nine editions of this report, new billionaires acquired greater wealth through inheritance than entrepreneurship. Our survey of 79 billionaire clients shows that heirs are likely to focus more on today’s major economic opportunities and challenges.

Read report