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Private-Market Solutions for Wealth Management Clients

As a leading private bank, we bring private-market solutions to wealth management clients across the globe. 

What are private markets?

“Private markets” refers to investments that are not available on public exchanges and that are unlisted. These markets encompass a wide variety of assets spread across various asset classes, such as real estate, private equity, infrastructure and private debt. Due to their nature, private markets represent a much broader investment universe than public markets, and thus offer a wider net to capture long-term opportunities.


All types of private market asset classes are in scope for private investment with UBP:

Private Equity

This asset class invests in private companies with the goal of helping them grow and increase profits, before exiting at a higher value.

  • Healthcare
  • New technologies
  • Consumer goods
  • Sports
  • Music industry
  • Agricultural production

Private Debt

Involves lending to private companies in order to finance their growth. This segment often provides higher returns than traditional bonds.

  • Real estate developments
  • New technologies
  • Factoring
  • Professional services
  • Infrastructure

Private Real Estate

Investing in real estate means buying properties directly, or through portfolios or private real estate funds.
 

  • Commercial real estate
  • Retail parks
  • Food and beverage locations

Private Infrastructure

Injecting capital into infrastructure projects which are essential to society.

 

  • Data centres
  • Motorways
  • Airports
  • Energy transition
  • Student housing
  • Government real estate

What can private clients expect from investing with the UBP Private Markets Group (PMG)?

At UBP, we take the time to really understand our clients’ needs and investment goals. We partner with our clients to build strategic solutions that meet their expectations, with the aim of preserving, growing and protecting wealth. 

  • PMG offers exclusive access through proprietary origination across all service lines
  • Top-down research allows PMG to provide curated opportunities that are driven by structural tailwinds
  • PMG combines thorough due diligence with deep industry expertise
  • A team of dedicated in-house professionals provides ongoing investment monitoring
  • The team engages managers actively, allowing strategic exits or follow-up investments to be considered
  • Long-term macroeconomic conviction drives PMG’s investment origination efforts
  • Discover under-the-radar opportunities that demonstrate compelling performance prospects
  • Downside protection and risk mitigation are always prioritised

Bespoke Private Market Mandates

PMG is a dedicated investment partner that manages all aspects of your private market allocation.

  1. Strategic, tactical allocation for optimal deployment into private markets
  2. Access to attractive and exclusive funds and co-investments in partnership with top managers and teams specialising in the field
  3. Full suite of client services for investment support and guidance 
  4. Cash flow profiles tailored to your needs 

 

Contact us for more information

An outstanding track record and exclusive investments

 

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Quick-service restaurant

Leveraged buyout of a European restaurant chain. Invested in 2018. 

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US Government Properties

A fund specialised in acquiring real estate assets leased to US government agencies. Invested in 2017.

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Cross-over platform of a leading university 

Investment alongside one of the leading European universities in attractive IP-rich companies emerging from their cluster. Invested in 2019.

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Music rights 

Acquisition of portfolios of music rights of legendary and iconic artists working with a key player in the sector with the aim of growing their value through active management. Invested in 2022. 

Who we are

A global team embracing UBP’s entrepreneurship DNA.

Assets Under Management

USD 5.0 BN

Private Market Investments

55+

Team established since

2015

Team members

42


Your contact

An international footprint

Of our 25 offices around the world, 11 are booking centres. Choose your base and get an integrated service. 

UBP Geneva

Geneva is the seat from which Union Bancaire Privée (UBP) has been developing since 1969, to become one of the biggest family-owned private banks in the world. UBP’s headquarters, right in the centre of Geneva, are the largest of UBP’s sites worldwide. The head office is also one of the eleven booking centres the Group has spread across the world’s financial and economic hubs. Our experienced wealth management professionals working out of Geneva provide both private and institutional clients with high-quality, specialised services.

UBP Monaco

Since it was created in 2014 the Monaco branch of Union Bancaire Privée, UBP SA, a Monaco- and French-regulated institution, has steadily built up its offering to become a leader in the Principality. We offer traditional banking products and solutions but stand out among our peers through a range of exclusive services.

UBP London

UBP’s London branch opened in 1991 and provides both asset and wealth management services. Located in the central area of Marylebone, UBP London employs over 130 staff (as at 31 December 2022).

UBP Singapore

UBP: A family-owned bank with a legacy of innovation and strong foothold in Asia

UBP Hong Kong

UBP: A family-owned bank with a legacy of innovation and strong foothold in Asia

UBP Portugal

Union Bancaire Privée (Europe) S.A. – Sucursal em Portugal (“UBP Lisbon”), a branch of the Luxembourg subsidiary of Union Bancaire Privée, UBP SA (“UBP”) in Geneva, is located in the heart of Lisbon. It began commercial operations in January 2024 with the aim of offering its clients a more convenient, local service, and to provide immediate support for each client’s individual needs, along with local investment consultancy services.

21.06.2024

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08.01.2024

The opportunity set in the infrastructure transition

The sort of infrastructure that traditionally springs to mind might include bridges, roads, airports, rail and power. However, it can be argued in many cases that the infrastructure built over the last few decades is no longer fit for the future needs of society, given the heightened geopolitical risk, changing demographics, and environmental considerations. 

21.12.2023

Private Markets 2024 Outlook: Adapting to Rising Rates

Rising interest rates have disrupted risk distribution in public and private markets, ushering in a new era distinct from the previous decade of suppressed risks and ample liquidity due to the "Fed put".

02.06.2023

Is artificial intelligence under- or overestimated?

UBP Zurich recently held an exclusive event with leading financial media company Finews to assess the potential impact of AI on our work and daily lives, both now and in the future.

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