UBS O'Connor

UBS O'Connor leverages UBS's global institutional client base to provide placement services with particular strength in hedge funds and liquid alternative strategies. The division also maintains a strong private equity placement practice, combining multi-strategy capabilities with global reach.

Overview

• Parent Company: UBS Group AG
• Founded: 1991 (O'Connor acquired by UBS)
• Headquarters: Chicago
• Global Presence: UBS network worldwide
• Focus: Hedge funds and private equity

Specializations

Primary Strategies:

• Hedge funds and liquid alternatives
• Private equity buyout and growth
• Multi-strategy capabilities
• Credit and distressed strategies

Geographic Coverage:

• Global institutional client base
• Strong European presence via UBS
• Asian institutional relationships
• North American coverage

Competitive Advantages

UBS Platform

• Access to UBS's global LP network
• Institutional wealth management relationships
• Bank credibility and resources
• Multi-strategy cross-selling

Hedge Fund Expertise

• Deep liquid alternatives experience
• Understanding of UCITS and regulatory structures
• Sophisticated investor base

Global Reach

• Truly international capabilities
• On-the-ground presence worldwide
• Cross-border fundraising expertise

Fee Structure

• Success Fees: 2-3% of capital raised
• Minimum Fund Size: $200M+
• Flexible for hedge fund vs. PE strategies

Ideal Client Profile

Best for:

• Hedge fund managers
• Liquid alternatives strategies
• Private equity funds $200M+
• Managers requiring global coverage

Also suitable for:

• Multi-strategy managers
• Credit and distressed funds
• Cross-border fundraising needs

Conclusion

UBS O'Connor's combination of hedge fund expertise, private equity capabilities, and access to UBS's global institutional network makes it ideal for multi-strategy managers and those requiring comprehensive global placement services across liquid and illiquid alternatives.