UBS Wealth Management - aVenture Asset Manager Research
Location
Madrid, Community of Madrid, ES
Founded
1880
UBS Wealth Management AG is a global asset management firm that specializes in providing tailored wealth solutions to high net worth and ultra high net worth individuals. With a history spanning over 150 years and a presence in more than 50 countries, UBS leverages its extensive experience to manage the wealth of its clients effectively. The firm focuses on integrating its Wealth Management, Investment Bank, and Asset Management divisions to create synergies and deliver comprehensive financial strategies.
Notable portfolio companies include iCapital Network, which has raised $12.6 million, and Phononic, with $40 million raised. UBS Wealth Management's key partners and decision-makers bring a wealth of expertise from various financial sectors. The firm’s investment philosophy emphasizes creating long-term value through strategic asset allocation and personalized financial advice. UBS also offers unique value-add services such as market insights, economic trend analysis, and customized wealth strategies through its UBS Wealth Way program.
UBS Wealth Management - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies2
Current Portfolio Count2
Top Investment Stages
Series B1 (50.0%)
Series E1 (50.0%)
Stage Mix
Series B 50%Series E 50%
Concentration shown as share of disclosed investments by stage.
