Switzerland · 
What does UBS invest in?
UBS invests most often at Debt (100% of the rounds on record), in sectors such as Climate & Impact, ClimateTech & CleanTech and Consulting.
UBS highlights
- 01
3 cheques in the last 12 months
- 02
Mostly Debt: 100% of its rounds
What they do
Wealth Management We offer private clients a complete range of financial services, expert advice and individually tailored investment solutionsFrom their own website
- Type
- Wealth manager
- Cheque size
- Not stated
- Stages
- BuyoutDebtGrowthPre-IPOSecondarySeries ASeries B
- Sectors
- Climate & ImpactClimateTech & CleanTechConsulting
- Based in
- Zurich, Switzerland
- Cold pitches
- Not accepted
The record
Every round we can evidence, newest first3 appearances
- 2026
2 rounds
- Apr
- Feb
- 2025
1 round
- Nov
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration24 named
ACAlexandre Cyril ManzPresident of Ubs Trust Company of Puerto RicoiForm ADV
ADAmy D WhiteManaging DirectoriForm ADV
ALAmy Louise VeitchInterim Chief Compliance OfficeriForm ADV
AWAndrew WoodChief Operating OfficeriForm ADV
BJBarry John GillHead of InvestmentsiForm ADV
CVCarlos Verner Ubinas TaylorManaging Director, Chairman of the BoardiForm ADV
CDClaudio Domingo BallesterMember of the Board of Directors, Executive DirectoriForm ADV
CGCraig Garret EllingerHead of Americas Fixed IncomeiForm ADV
DBDaniel BeadelChief Finance OfficeriForm ADV
DEDaniel Eugene MurrayFinance and ControliForm ADV
DTDarren Todd RabenouHead of Repm Food and Agriculture & on the Investment CommitteeiForm ADV
DBDavid Blake HiltabrandHead of Investments, O'connoriForm ADV
EREdoardo RulliHead of Investments, Hedge Fund SolutionsiForm ADV
EREdward Ramos PerezFund Management Operations, Associate DirectoriForm ADV
EMEmily Marie KulbackHead of Products Americas and ManageriForm ADV
FGFarooq GulzarChief Risk OfficeriForm ADV
GLGeorgina Louise BeanDirectoriForm ADV
GAGustavo Adolfo RomanachAssociate Portfolio Manager, DirectoriForm ADV
HYHeydi Yacieli CuadradoAssociate Portfolio Manager, DirectoriForm ADV
IMIan Michael HaleNon Executive DirectoriForm ADV
IRIan Ross McintoshHead of Active EquitiesiForm ADV
JBJames Bruce MccandlessPresident, CEOiForm ADV
JPJames PoucherPresident, Chief Executive Officer and ManageriForm ADV
JRJason Richard ChandlerPresidentiForm ADV
We also hold 64 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$1560Bassets it manages, 6 advisers combinedOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- UBS Asset Management Funds LTD
- SEC number
- CRD 113463
Funds on its Form ADV
154 private funds, $62B in gross assets · filed Dec 2024
Securitised assets 58Hedge 40Private equity 39
- PAE LimitedHedge1 investor$7.6B
- NINETEEN77 Global Multi-Strategy Alpha Master LimitedHedge2,260 investors$5.3B
- NINETEEN77 Global Merger Arbitrage Master LimitedHedge2,709 investors$3.2B
- Trumbull Property Income Fund L.P.Fund that invests in partici122 investors$2.6B
- A&Q Neutral Alpha Strategies LimitedHedge30 investors$1.9B
- Madison Park Funding XLIV, LTD.Securitised assets$985M
- Madison Park Funding XIV, LTD.Securitised assets$964M
- Madison Park Funding XLVIII, LTD.Securitised assets$837M
- Madison Park Funding XLII, LTD.Securitised assets$805M
- Madison Park Funding XL, LTD.Securitised assets$804M
And 144 more on the filing.