UBS
UBS is a global wealth manager, an investment banking and securities firm, and one of the global asset managers. It works with individuals, families, institutions, and corporations around the world to help answer some of life's questions, whether through award-winning wealth management advisory, investment banking, and asset management expertise, or private and corporate banking services in Switzerland.
UBS
Industry:
Asset Management Banking Commercial Lending Financial Services Impact Investing Venture Capital Wealth Management
Founded:
1862-01-01
Status:
Active
Contact:
41 44 234 85 00
Total Funding:
6.62 B USD
Technology used in webpage:
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Current Advisors List
Board_member
Board_member
Board_member
Advisor
Advisor
2021-07-01
Board_member
Board_member
2021-01-01
Board_member
2016-01-01
Current Employees Featured
Bob Casey Managing Director, Co-Head of Software Investment Banking, Americas @ UBS
Managing Director, Co-Head of Software Investment Banking, Americas
2019-03-01
Sandra Kim Managing Director @ UBS
Managing Director
Kristen Stephens Managing Director & Head of Credit Strategies @ UBS
Managing Director & Head of Credit Strategies
2008-01-01
Erhan Bilici Capital Planning & Stress Testing Officer @ UBS
Capital Planning & Stress Testing Officer
2018-01-01
Kitty Li Managing Director, Head of Client Trading and Execution, China @ UBS
Managing Director, Head of Client Trading and Execution, China
Clark Bacon Vice President @ UBS
Vice President
Josh Hershman Managing Director @ UBS
Managing Director
2020-03-01
Max Justicz Managing Director @ UBS
Managing Director
2015-08-12
Megan Matter Team Business Manager @ UBS
Team Business Manager
George Dendle CDIO TechServices IP @ UBS
CDIO TechServices IP
2021-06-01
Stock Details
Acquisitions List
Date | Company | Article | Price |
---|---|---|---|
2023-03-19 | Credit Suisse | Credit Suisse acquired by UBS | 3 B CHF |
2017-05-23 | Consenso | Consenso acquired by UBS | N/A |
2013-02-01 | Link Investimentos | Link Investimentos acquired by UBS | N/A |
2011-04-14 | Luxembourg Financial Group | Luxembourg Financial Group acquired by UBS | 36.2 M USD |
2000-07-24 | PaineWebber | PaineWebber acquired by UBS | 10.8 B USD |
Investments List
Date | Company | Article | Money raised |
---|---|---|---|
2024-06-25 | Neustark ag | UBS investment in Debt Financing - Neustark ag | N/A |
2024-04-10 | kitchen garden plant center | UBS investment in Grant - kitchen garden plant center | N/A |
2024-02-08 | Nasdaq Private Market | UBS investment in Series B - Nasdaq Private Market | 62.4 M USD |
2024-01-30 | Qumea | UBS investment in Debt Financing - Qumea | N/A |
2024-01-29 | Office Properties Income Trust | UBS investment in Post-IPO Debt - Office Properties Income Trust | 425 M USD |
2024-01-10 | Qumei Home Furnishing Group | UBS investment in Post-IPO Equity - Qumei Home Furnishing Group | 545.3 M CNY |
2023-12-13 | Axis Bank | UBS investment in Post-IPO Secondary - Axis Bank | 37 B INR |
2023-11-22 | Terratai | UBS investment in Seed Round - Terratai | 31 B IDR |
2023-11-14 | Fnality International | UBS investment in Series B - Fnality International | 77.7 M GBP |
2023-11-13 | Shanghai Putailai New Energy Technology | UBS investment in Post-IPO Equity - Shanghai Putailai New Energy Technology | 2.82 B CNY |
Newest Events participated

Key Employee Changes
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