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.
Trust & Will is an online platform that simplifies the estate planning process by providing users with the tools to create wills, trusts, and other legal documents related to asset distribution. Founded in 2017 and headquartered in San Diego, California, the company aims to make estate planning easy, fast, and secure, although it does not replace professional legal advice for complex estate matters. By guiding clients through the creation of essential legal documents, Trust & Will helps individuals save on legal fees while ensuring their wishes are properly documented. The company has received backing from various venture capital firms and angel investors, reflecting its commitment to improving access to estate planning resources.
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.
Operator of a financial advisory and personalized investment company intended to grow the clients' money. The company offers access to funds managed by global investment management businesses with long track records of delivering returns that are not normally available to retail investors, enabling investors to access institutional share-class funds at institutional-level fees, charging a single access fee that includes advice, investment, rebalancing, transfers, and brokerage.
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.
Operator of a financial advisory and personalized investment company intended to grow the clients' money. The company offers access to funds managed by global investment management businesses with long track records of delivering returns that are not normally available to retail investors, enabling investors to access institutional share-class funds at institutional-level fees, charging a single access fee that includes advice, investment, rebalancing, transfers, and brokerage.
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.
SigFig Wealth Management, LLC is an investment advisory firm based in San Francisco, California, founded in 2007. The company focuses on making high-quality investment advice accessible and affordable for investors across various wealth levels. Utilizing a blend of design, data science, and technology, SigFig empowers investors with the necessary information and guidance to achieve their financial goals. It partners with prominent financial institutions to enhance investment management for both investors and advisors. SigFig's enterprise technology enables partners to quickly bring solutions to market in a secure and compliant manner. The company is supported by a range of financial institutions and venture capital firms, reinforcing its commitment to innovation and client satisfaction.
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.
Consenso is a multi-family office, managing assets belonging to a limited universe of families, with focus on perpetuity. Not linked to any financial institution and with wide access to leading financial market analyses and information, Consenso has the knowledge and independence to draw its conclusions about economic scenarios and investment opportunities.
SigFig Wealth Management, LLC is an investment advisory firm based in San Francisco, California, founded in 2007. The company focuses on making high-quality investment advice accessible and affordable for investors across various wealth levels. Utilizing a blend of design, data science, and technology, SigFig empowers investors with the necessary information and guidance to achieve their financial goals. It partners with prominent financial institutions to enhance investment management for both investors and advisors. SigFig's enterprise technology enables partners to quickly bring solutions to market in a secure and compliant manner. The company is supported by a range of financial institutions and venture capital firms, reinforcing its commitment to innovation and client satisfaction.
Luxembourg Financial Group is a boutique financial services firm that specializes in structured products and asset management. With offices located in Luxembourg, London, Stamford, Connecticut, and Bahrain, the company offers a range of services including asset management, investment funds, and risk management. Its focus on structured products positions it uniquely in the market, catering to the diverse needs of its clients while aiming to deliver tailored financial solutions.
PaineWebber was a prominent U.S.-based stock brokerage and asset management firm founded in 1880 by William Alfred Paine and Wallace Webber. The company specialized in providing securities and commodities brokerage services to a diverse clientele, including individuals, institutions, corporations, and government entities. Through a strategy of growth and acquisitions, including the notable purchase of Kidder, Peabody & Company in 1995, PaineWebber became a significant player in the brokerage and investment banking sectors. By the time it was acquired by UBS AG in 2000, the firm had established itself as the fourth largest brokerage in the United States, operating 385 offices nationwide.
UBS Realty Investors
Acquisition in 1999
UBS Realty Investors is an institutional investment advisor that managed real estate equity assets on behalf of its clients.
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