UBS Group AG is a leading global financial services firm providing wealth management, investment banking, and asset management services to clients in over 50 countries.
UBS Private Funds Group was established in 1998 as a specialized placement agent focused on alternative investments.
The practice expanded in 2004 with the launch of its secondary private equity market advisory services, recognizing the growing importance of secondary transactions in the private markets ecosystem.
The broader UBS organization has provided wealth management and financial services in the United States for more than 160 years, building a legacy of guiding clients with expert advice, insights, and solutions.
In recent years, UBS has undergone significant organizational changes, including the acquisition of Credit Suisse Group AG, which has further strengthened the firm's global capabilities and market position.
UBS Group AG is a leading global financial services firm providing wealth management, investment banking, and asset management services to clients in over 50 countries.
As one of the world's largest and most established financial institutions, UBS combines deep expertise across multiple financial disciplines with a commitment to client service and innovation.
The firm's Private Funds Group (PFG), established in 1998, positions UBS as one of the leading placement agents in the alternative investments space.
UBS PFG specializes in global distribution for private equity, venture capital, infrastructure, and real estate funds, while also providing comprehensive secondary market advisory services.
With a fresh and adaptive approach to fundraising, the team tailors solutions to meet the specific needs of General Partners and institutional investors.
UBS serves a diverse client base including private individuals, wealth management clients, corporate entities, and institutional investors.
The firm's global platform enables world-class execution across multiple asset classes and geographies, leveraging extensive institutional relationships and transaction experience.
Through its integrated approach, UBS provides clients with access to sophisticated investment solutions, expert advisory services, and comprehensive wealth management capabilities.
The firm's commitment to excellence extends beyond financial services to include social impact through the UBS Optimus Foundation, which offers clients a platform to drive positive social and environmental change through grant-making activities.
Fundraising and Capital Raising
UBS Private Funds Group provides global placement agent services focused on private equity, venture capital, growth equity, energy, private debt, infrastructure, real estate funds, and single asset fundraises.
The team's objective is to understand each General Partner's specific issues and requirements, raise the optimal amount of capital from the most appropriate investor base, and ensure efficient use of the General Partner's time.
The dedicated fundraising team covers a comprehensive range of primary fundraising strategies including:
- Leveraged Buyouts: Traditional and large-cap LBO funds
Secondary Market Advisory
With its secondary private equity market advisory practice established in 2004, UBS provides quality sell-side advice to owners of private investment portfolios.
Given the firm's extensive transaction experience and global network of institutional relationships, UBS delivers best-in-class solutions for complex secondary transactions.
Secondary advisory services include:
- Sale of limited partnership interests and direct equity stakes
Real Estate Private Capital Markets
UBS matches real estate owners, operators, and developers with appropriate capital partners through bespoke, confidential marketing processes.
The team facilitates transactions including asset and portfolio joint ventures, recapitalizations, and platform investments.
UBS operates as a truly global financial services firm with a presence in over 50 countries worldwide.
The firm maintains main offices and client service locations across major financial centers in North America, Europe, Asia-Pacific, and emerging markets, enabling comprehensive coverage of institutional investors and fund managers globally.
This extensive geographic footprint allows UBS Private Funds Group to access institutional capital from diverse sources including pension funds, sovereign wealth funds, insurance companies, endowments, foundations, and family offices across multiple jurisdictions.
The firm's global platform supports both fundraising activities and secondary market transactions by connecting buyers and sellers across borders and time zones.
As one of the top private equity placement agents globally, UBS Private Funds Group demonstrates particular strength across multiple alternative investment strategies and geographies.
The team specializes in both developed and emerging markets, providing General Partners with access to institutional capital across North America, Europe, Asia, and developing economies.
The firm's sector expertise spans distressed opportunities, sector-focused investment strategies, and cross-border transactions.
UBS leverages its position as a global financial institution to provide integrated solutions that combine placement agent services with broader investment banking capabilities, including advisory on fund restructurings, portfolio financing, and strategic transactions.
UBS Real Estate Private Capital Markets represents another area of specialization, where the team applies its institutional relationships and execution capabilities to match property owners and developers with equity partners for joint ventures, recapitalizations, and platform investments.
This service line bridges traditional real estate investment with institutional capital formation.
See our complete top private equity placement agents list to compare services, expertise, and market positioning across the industry.
Connections and relationships discovered through our knowledge graph showing how UBS relates to other entities in our coverage.
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