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UBS Wealth Management
AddedFeb 13, 2024
UpdatedJun 28, 2026
UBS Wealth Management

UBS Wealth Management

Operating

UBS Wealth Management AG, a global asset management firm, offers tailored wealth solutions to high net worth individuals.

Location
Madrid, Community of Madrid, ES
Founded
1880
Firm
Compare
Portfolio
Employees
Website

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

Total Investments2
Current Portfolio Count2
Total Portfolio Exits0

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.

Recent Investments

iCapital Network logo

iCapital Network

Phononic logo

Phononic

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UBS Wealth Management - Classification

NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
Show 7 more industry codes
NAICS
  • 523100Securities and Commodity Contracts Intermediation and Brokerage
  • 523150Investment Banking and Securities Intermediation
  • 525000Funds, Trusts, and Other Financial Vehicles
SIC
  • 6210Security Brokers, Dealers, And Flotation Companies
  • 6211Security Brokers, Dealers, And Flotation Companies
  • 6000Depository Institutions
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services