Date Founded



Bahnhofstrasse 45,Zurich 8001

Type of Company



Investment Services & Portfolio Management
Retail & Commercial Banking
Holding Companies
Investment Banking & Brokerage

Company Description

UBS AG engages in the provision of financial advisory solutions for private and institutional investors, intermediaries, and wealth management clients. It focuses on the areas of wealth and asset management as well as investment banking. The firm offers retail investment products, global financing services, investment research, bespoke financing, traditional investments, bonds and equities. The company was founded on February 28, 1978 and is headquartered in Zurich, Switzerland.

Contact Data
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Executives & Employees

Chief Executive Officer

Co-President Investment Bank

Co-President Investment Bank

Co-President, Global Wealth Management

Co-President Global Wealth Management

Executive Director

Chief Operating Officer

Group General Counsel

Chief Technology Officer

Group Chief Compliance & Governance Officer

Board of Directors

Senior Fellow at The Center For Financial Studies

Former Controller at JPMorgan Chase & Co.

Former Co-President at Morgan Stanley

Former Chief US Economist at Goldman Sachs & Co. LLC

Former Chief Executive Officer at Deutsche Börse AG

Former Executive Officer & Director at Altegrity Holding Corp.

President at The Centre for Economic Policy Research

Former Chief Financial Officer at Allianz SE

Founder at Primavera Capital Group Ltd.

Former Chairman, Global Financial Services Practice at KPMG International Coop.

Paths to UBS AG
Potential Connections via
Relationship Science
Recent Transactions
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Calero Software LLC, Riverside Partners LLC purchase Market Data Services Ltd. from Sumeru Equity Partners LP, AlpInvest Partners BV

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TCL Industries Holdings (H.K.) Ltd. purchases Tonly Electronics Holdings Ltd.

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Advent International Corp., Culligan International Co. purchase AquaVenture Holdings Ltd.

Transaction Clients
Investment Advisor

Advised on Vodafone Group Plc, Vodafone Vierte Verwaltungs AG purchase Kabel Deutschland Holding AG

Investment Advisor

Advised on Agrolimen SA, The GB Foods SA purchase Continental Foods Belgium NV from CVC Advisers Ltd.

Investment Advisor

Advised on Pacific Century Group Holdings Ltd., Bridge Partners LP purchase AIG, Inc. /Investment Advisory & Asset Management Business from AIG

Transaction Advisors
Legal Advisor

Advised onBank of America Corp. purchases MBNA Corporation

Legal Advisor

Advised onTakeda Pharmaceutical Co., Ltd. purchases Takeda Oncology Co.


Advised onUBS AG purchases Painewebber Group, Inc.

Legal Advisor

Advised onTakeda Pharmaceutical Co., Ltd. purchases Takeda Oncology Co.

Legal Advisor

Advised onMacrovision Corp. purchases Gemstar-TV Guide International, Inc. resulting in a new company Rovi Corp.

Legal Advisor

Advised onArch Coal, Inc. purchases International Coal Group, Inc.

Advisors & Consultants
Legal Advisor

Partner at Jones Day

Legal Advisor

Partner at Hogan & Lovells LLP

Legal Advisor

Co-Chair, Antitrust & Competition Practice Group at Gibson, Dunn & Crutcher LLP


BIM offers a range of investment solutions from fundamental and quantitative active management to indexing strategies designed to gain broad exposure to the world's capital markets. They offers both US and non-US equity investment strategies using a variety of investment styles including growth, value, core and enhanced equity, that are targeted to specific market-cap ranges, including small-, mid-, small/mid-, large- and all-cap, as well as geographic and industry sectors. The firm also offers alternative asset and multi-asset separate account strategies. The product range may also include sector funds, long-only and long-short portfolios, as well as products that combine different strategies to create balanced and asset allocation portfolios. For certain private investors and other SMA program investment strategies, BIM creates and maintains 'target' portfolios of securities, to which securities are added and from which securities are removed from time to time. The firm utilizes fixed-income strategies that are actively managed, model or index based. Actively managed fixed-income mandates generally employ an active investment style that emphasizes rotation among different types of debt on a relative value basis, specific security selection, quantitative analysis of each security and the portfolio as a whole and intensive credit analysis and review. Model-based institutional strategies typically invest across a broad spectrum of global fixed-income securities as well as currencies, futures and swaps. BIM employs a risk controlled, systematic process for portfolio construction and alpha generation. Alpha sources may include security selection, duration and yield curve positioning, industry rotation, asset allocation, and currency positioning. For institutional index strategies, BIM typically invests in accordance with the risk and return profile of the benchmark either by replicating the index, or utilizing security level or stratified sampling.

Bridgewater structures portfolios in a manner designed to produce consistent and uncorrelated returns. They believe that building portfolios based on risk allocations is more effective than using capital allocations; and those investors should consider their strategic asset allocation (beta) separate from tactical moves (alpha). The firm also believes investors can improve their portfolios' overall results by separately creating a well-diversified beta portfolio that is balanced against environmental biases and calibrated to one's targeted returns, and a well-diversified alpha portfolio that reduces systematic biases (and also calibrated to one's targeted returns). Bridgewater applies this approach to investing across the portfolios it manages. The firm offers an active management strategy (Pure Alpha), a constrained active management strategy that invests in a subset of the markets in which Pure Alpha invests (Pure Alpha Major Markets), an asset allocation strategy (All Weather), and an investment strategy which applies its best understanding of how to combine All Weather with tailored active market views (Optimal Portfolio).

AQR specializes in quantitative investment analysis. The firm's models may consider a wide breadth of factors - from traditional valuation measures, momentum indicators, and price signals, to textual analysis of financial reporting and terms of trade information. They perform their research internally. AQR begins the process of building a model to test the strategy's viability once an investment approach is identified. The model building process generally consists of two steps: (1) designing an investing strategy to implement the given approach; and (2) producing testable implications. They perform ongoing research to monitor and maintain the effectiveness of its models over time. In developing quantitative forecasting computer models, they use external data. AQR may also utilize discretionary and/or hybrid strategies through a combination of quantitative and fundamental techniques. They utilize several investment strategies including, but not limited to, arbitrage strategies, equity strategies, global macro strategies, fixed income strategies, and risk parity.

Non-Profit Donations & Grants
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Mantara, Inc. provides electronic trading solutions to financial institutions. The company was founded in 2003 by William Segall and is headquartered in New York, NY.

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Mantra Group Ltd. engages in the operation of hotels and resorts. It operates through the following segments: Resorts, CBD, Central Revenue and Distribution, and Corporate. The Resorts segment operate retreats and resorts in key leisure destinations. The CBD segment deals with the operation of properties in major cities. The Central Revenue and Distribution segment manages in-house customer, management online booking service, distribution, and digital marketing platforms. The Corporate segment comprises of marketing services and renovation and design activities. The firm's brands include Peppers, Mantra Hotels, Art Series Hotels and BreakFree Hotels. The company was founded on June 12, 2009 and is headquartered in Surfers Paradise, Australia.

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Seibu Holdings, Inc. operates as a holding company which provides the management and general control of its group companies. It operates through the following segments: Urban Transportation and Railways, Hotel and Leisure, Real Estate, Construction, Hawaii Business, and Others. The Urban Transportation and Railways segment provides railway and bus operations, and leisure facilities including railway lines. The Hotel and Leisure segment handles city hotel, resort and golf course operations. The Real Estate segment manages real estate leasing operations. The Construction segment engages in the business of construction services. The Hawaii Business segment operates leisure businesses in Hawaii. The Others segment provides funding and cash management, group corporate communications and group compliance services. The company was founded on February 3, 2006 and is headquartered in Tokorozawa, Japan.

GFI Group, Inc. Accounting & Financial Services | New York, New York

GFI Group, Inc. engages in the provision of wholesale market brokerage services. It offers electronic market for forex, credit, interest rate, energy, and commodity instruments. The company was founded by Michael Gooch in 1987 and is headquartered in New York, NY.

BGC Partners, Inc. Accounting & Financial Services | New York, New York

BGC Partners, Inc. operates as a global financial intermediary to the financial and real estate markets. The company operates through two segments: Financial Services and Real Estate Services. The Financial Services segment provides brokerage of a broad range of products, including fixed income securities, interest rate swaps, foreign exchange, equities, equity derivatives, credit derivatives, commodities, futures and structured products. It also provides a wide range of services, including trade execution, broker-dealer services, clearing, processing, information, and other back-office services to a broad range of financial and non-financial institutions. The Real Estate Services segment offers commercial real estate tenants, owners, investors and developers a wide range of services, including leasing and corporate advisory, investment sales and financial services, consulting, project management, and property and facilities management. BGC Partners was founded in 1945 and is headquartered in New York, NY.

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