Your lending solutions

Find the best fit for your financing needs

Some situations might require additional liquidity:

  • would you like to take advantage of new investment opportunities without mobilising the already implemented strategy?
  • Or would you rather develop new professional or personal projects?

In any case we can assess together the best financing solution to meet your needs, and assist you in your project.

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Together, we can help you find the right loan.

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UBS Lombard loan - Securities-backed Financing

This is the solution that can best meet your liquidity requirements in the short to medium term - for important projects or to seize an interesting opportunity. Securities-backed financing allows you to monetize your existing assets, offering you greater flexibility to make new investments and realize market opportunities. At the same time, you keep your existing assets – they secure the additional financing. Securities backed financing can also be used to increase returns over your investments (investment leverage) or help you diversifying your concentrated security positions, when proceeds from financing are used to buy other securities.

More details about the Lombard Credit

Mortgage and Property Financing

Whether you want to buy a new property or would like to release equity on an existing one for reinvestment and diversification purposes, we can assist. Our financing offering covers Purchase, Equity Release, and Refinancing from other Banks.

Location of eligible real estate: Monaco, French Riviera, Paris

More details on mortgages and real estate financing

VEFA (Forward sale – Off plan buying)

UBS (Monaco) S.A will be pleased to support future buyers of properties under construction across the Principality. You will find with UBS (Monaco) S.A. a partner ensuring that you receive a reliable, first-class financing solution tailored to your unique requirements. For more details on our dedicated VEFA offering, please contact your local UBS advisor.

Corporate Aircraft Financing

Benefit from the UBS Yacht and Aircraft Financing solution offered by our Global Lending Unit at UBS AG, directly from your Monaco-based Client Advisor.

Securities-backed financing

Securities-backed financing allows you to monetize your existing assets, offering you greater flexibility to make new investments and realize market opportunities. At the same time, you keep your existing assets – they secure the additional financing

Securities-backed financing at a glance

  • Financing secured by pledging assets
  • Amount, currency and term tailored to your needs
  • Attractive terms and conditions
  • Quick and easy access to additional liquidity

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What you can do with securities-backed financing

Access cash: securities-backed financing gives you liquidity no need to sell your existing investments.

Grasp investment opportunities: take advantage of good opportunities with securities-backed financing you can react quickly, without having to restructure your portfolio.

Optimize returns: investing using securities-backed financing helps you optimize the income potential of your portfolio.

Increase security: with securities-backed financing you can diversify your investments and hedge currency risks.

Lending in the context of investing: another step towards Total Wealth Advicepdf, 1 MB

Real estate financing

Take advantage of our various mortgage solutions to best suit your needs.

Whether you want to buy a new property or would like to release equity on an existing one for reinvestment purposes, we can assist. If you are looking for a convenient way to tap into the value of your property portfolio, or you wish to consolidate all your assets and liabilities with one provider, then UBS Real Estate Financing could be the solution for you.

Your UBS Real Estate Financing team can help you assess your specific needs and offer you the tailored solutions you need.

Your benefits:

  • Customized, expert advice – The UBS Real Estate Financing team will be working with you and your client advisor, in order to best understand your short- and long-term objectives
  • Service - Your client advisor will work with a highly experienced product expert to ensure you receive a solution tailored to your needs
  • Flexibility - UBS offers you a wide range of financing solutions and structures to suit your wider wealth management objectives
  • Transparency - A UBS loan involves a holistic analysis of your needs, so you know just where you stand. All costs and benefits will be clearly defined
  • Our partners - UBS works alongside well-respected business partners in property valuation to deliver a seamless service

We'd like to meet you

For clients who are:

  • Private individuals
  • SPVs
  • Client must have assets booked in Monaco

If you want to know more

Come and see us so we can tell you more about how we work.