Alternative investments

Diversify your portfolio beyond traditional asset classes

Why consider alternatives
A range of alternative solutions
What sets UBS apart

At UBS Unified Global Alternatives, our expansive scale and commitment to alternative investing means we deliver to our clients the expertise of an insightful global team to create value for generations. By combining the breadth and depth of our leading platform with alternatives manager selection capabilities, we offer access to unique opportunities and innovative solutions to help you achieve your long-term goals.

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

  • Actively managed pools of capital that invest in commercial and residential properties
  • Key strategies include core, core plus, value-add and opportunistic

Infrastructure

  • Actively managed pools of capital that invest in infrastructure assets globally
  • Key strategies include core, core-plus, value-add and opportunistic

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 help ensure a quality offering for our clients.
Jerry Pascucci, Co-Head of Unified Global Alternatives
Headshot of Jerry Pascucci
 

Alternative investments at UBS Wealth Management

What sets us apart? The UBS Unified Global Alternatives team has the experience, expertise and access to opportunities that can align strategically with your long-term needs and goals.

  • Choice

    Through relationships with 500 investment managers3 globally, we offer a wide variety of product opportunities across diverse risk, return and liquidity profiles.

  • Access

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

  • Addressing your needs

    Our investment selection process provides the most relevant solutions to address your specific investment needs by first identifying specific investment themes. We then align those with appropriate managers.

  • Dedicated to our craft

    With 30 years of experience and over 500 employees2, UBS has delivered alternative investments to clients, managing $286 billion in invested assets1, across multiple strategies.

1Includes invested assets across Asset Management and Global Wealth Management. As of December 2024. Invested assets include net new money/net new fee-generating assets and custody/execution assets.
2Included only professionals fully dedicated to future UGA unit. As of Dec. 31, 2024.
3Includes managers with whom we have collaborated directly, i.e., it does not consider the collaborations of fund of funds.

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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:1/30/2026
Review Code: 4191437