UBS

UBS is a prominent global financial services firm headquartered in Zurich, Switzerland, specializing in wealth management, investment banking, and asset management. The company serves a diverse clientele, including individuals, families, institutions, and corporations, offering tailored solutions that encompass traditional and alternative investments, real estate, and infrastructure. UBS Wealth Management provides comprehensive asset management services to both individual and institutional clients through a network of offices worldwide. Its investment banking division delivers financial advisory services, capital market access, and risk management solutions. Additionally, UBS Global Asset Management operates subsidiaries across various regions, including Asia-Pacific and Europe, focusing on investment strategies that cater to pension funds, financial intermediaries, and private clients. The firm emphasizes building trusted relationships and understanding clients' needs to deliver informed financial advice and superior investment performance.

Faisal Alshibl

Director

Baljit Basi

Investment Bank Principal Investments

Ankur Kamalia

Managing Director - Integration Officer

Neal McMinn

Executive Director

Tom Naratil

Co-President Global Wealth Management and President UBS Americas

Todd Tuckner

CFO and Head Business Performance and Risk Management for Global Wealth Management

Past deals in Zurich

Houzy

Venture Round in 2020
Houzy AG operates a digital platform designed for homeowners, offering a comprehensive overview of various aspects related to homeownership. Founded in 2017 and based in Zurich, Switzerland, the platform serves as a personal house-cockpit, allowing users to manage finances, assess the value of their property, and analyze the condition of various components of their home. Additionally, it provides data-driven recommendations, helping homeowners track and optimize annual costs, compare mortgage options, and estimate renovation times and expenses. By integrating these functionalities, Houzy aims to simplify home management, enabling users to save time and money.

Nexiot

Debt Financing in 2017
Nexiot, a prominent provider of integrated digital supply chain solutions, emerged from ETH Zürich, a leading technical university. The company draws on over a decade of research in complex systems and big data algorithms to develop its offerings. Nexiot equips logistics assets, including railway wagons and cargo containers, with proprietary low-power sensors that deliver real-time data on location, movement, and physical conditions. This data is processed through Nexiot's analytics platform, which generates valuable insights and communicates them directly to clients' systems through machine-to-machine interfaces. This approach ensures maintenance-free remote connectivity and enhances information management, enabling companies to effectively monitor and optimize their supply chain operations.
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