UBS FINANCIAL SERVICES INC.

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Company Profile

As of Date:

08/27/2024

Adviser Type:

- Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
- Related adviser


Number of Employees:

13,808 -0.53%

of those in investment advisory functions:

9,750 -6.78%

AUM:

1,193,809,896,546 22.23%

of that, discretionary:

783,794,663,226 25.34%

Private Fund GAV:

63,192,059,782 90.99%

Avg Account Size:

823,121 82.02%

% High Net Worth:

55.30% 0.27%


SMA’s:

YES

Private Funds:

162 67

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
669B 574B 478B 382B 287B 191B 96B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Julius Baer names ex-UBS hedge fund specialist to head up fund offering
01/29/2024

Former UBS hedge funds specialist Roman Berri is to be named Head of Fund Offering at Julius Baer following long-serving incumbent Patrick Roefs' decision to step down from the role next month, according to a report by CityWire.

Hedge Week

Julius Baer fund offering boss steps down, former UBS exec hired as successor - Citywire
01/26/2024

Julius Baer is set to name former UBS hedge funds specialist Roman Berri as its new head of fund offering as long-serving team head and senior ...

citywire.com

2023 Ubs Hedge Fund Solutions Careers Ubs – - kemplura.cfd
12/23/2023

Ubs Hedge Fund Solutions Careers Ubs Hedge Fund Solutions CareersHedge Fund Solutions the fund-of-funds arm of UBS Asset Management has yet to ...

kemplura.cfd

Watch UBS Asset Management's Briscoe on Market Outlook - Bloomberg
12/18/2023

Hayden Briscoe, UBS Asset Management's APAC Head of Multi-Asset Portfolio Management, discusses his risk appetite as he sees the US economy ...

Bloomberg


Private Funds Structure

Fund Type Count GAV
Hedge Fund 43 $23,648,838,237
Liquidity Fund 6 $1,719,970,303
Private Equity Fund 41 $2,486,059,647
Real Estate Fund 1 $2,999,508
Securitized Asset Fund 58 $30,442,309,022
Other Private Fund 13 $4,891,883,065

Private Funds



Employees




Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
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