UBS

UBS, headquartered in Zurich, Switzerland, is a global financial services firm offering wealth management, investment banking, and asset management services. Its wealth management division, UBS Wealth Management, caters to high net worth and ultra-high net worth individuals, providing personalized advice and solutions through a network of offices in over 50 countries. UBS Asset Management, another key division, offers a wide range of investment capabilities, including equity, fixed income, balanced portfolios, and alternative investments, serving both institutional and individual clients worldwide. The firm's investment banking arm, UBS Investment Bank, provides financial advisory services, including mergers and acquisitions, private placements, and capital market financing, employing over 15,000 people in over 35 countries. UBS Delta, a subsidiary, specializes in portfolio analysis and risk management services across multiple asset classes.

Faisal Alshibl

Director

Baljit Basi

Investment Bank Principal Investments

Hyunja Laski

Principal

Mark Mackenzie

MD - Private Placements

Neal McMinn

Executive Director

Tom Naratil

Co-President Global Wealth Management and President UBS Americas

Laurenz Simbruner

Associate Director

Todd Tuckner

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

Past deals in Zurich

Houzy

Venture Round in 2022
Houzy AG is a Swiss company founded in 2017 that operates a digital platform tailored for homeowners. The platform offers a comprehensive toolset designed to assist users in managing various aspects of homeownership. Through its personal house cockpit, homeowners can track and optimize annual costs, assess the condition of their property, and calculate market value and renovation expenses. Additionally, the platform facilitates comparisons of mortgage options and provides data-driven recommendations, allowing users to make informed financial decisions regarding their homes. By bringing all relevant stakeholders together digitally, Houzy aims to simplify the homeownership experience, ultimately saving users money, time, and effort.

Houzy

Venture Round in 2020
Houzy AG is a Swiss company founded in 2017 that operates a digital platform tailored for homeowners. The platform offers a comprehensive toolset designed to assist users in managing various aspects of homeownership. Through its personal house cockpit, homeowners can track and optimize annual costs, assess the condition of their property, and calculate market value and renovation expenses. Additionally, the platform facilitates comparisons of mortgage options and provides data-driven recommendations, allowing users to make informed financial decisions regarding their homes. By bringing all relevant stakeholders together digitally, Houzy aims to simplify the homeownership experience, ultimately saving users money, time, and effort.

Nexxiot

Debt Financing in 2017
Nexxiot is a company focused on the digitalization of equipment and infrastructure, aiming to help clients achieve their growth and sustainability objectives. Its Asset Intelligence technology converts railcars and shipping containers into connected devices, enabling the automation of processes and the optimization of operations. This technology facilitates safer, easier, and cleaner transportation of passengers and freight within the global logistics network. Based in Zurich, Nexxiot operates across Europe and the United States, supported by a diverse team drawn from 28 different countries. The company's offerings include sensor-based tracking products and a logistics management platform that provides features such as time monitoring, predictive actions, fleet usage management, route design, and freight security, allowing clients to track and monitor their products efficiently and securely.
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