Family Office
UBS
Sydney, NSW, Australia
Type
Family Office
Check size
n/a
Verticals
Generalist
Investment thesis
UBS is a global financial services company headquartered in Zurich, Switzerland, with origins dating back to 1862. It operates primarily in wealth management, investment banking, asset management, and retail banking, serving private, corporate, and institutional clients worldwide. UBS is one of the world’s largest and most prominent wealth managers, employing over 70,000 people across more than 50 countries. The company is known for its strong presence in Europe, the Americas, and Asia-Pacific, and has recently been in the spotlight for its acquisition of Credit Suisse in 2023, a move that significantly expanded its market position and client base.
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