1. Newsroom
  2. UBP broadens private equity offering in partnership with Rothschild & Co
Menu
Press Releases 03.06.2019

UBP broadens private equity offering in partnership with Rothschild & Co

UBP broadens private equity offering in partnership with Rothschild & Co

Union Bancaire Privée, UBP SA (“UBP”) announced today a partnership with independent family group Rothschild & Co, which offers solutions in global advisory, wealth & asset management, and merchant banking.


The two family-owned companies will be jointly providing an innovative strategy for both private and institutional clients to diversify their portfolios in the private equity market.

Through this partnership UBP will benefit from Rothschild & Co’s experience in private equity and widen its offering for clients wishing to invest in unlisted companies. Thanks to its cooperation with Partners Group since 2017 and its acquisition of ACPI in 2018, UBP has a diversified range of private debt solutions. These complement its Direct Investments Group (DIG) team’s exclusive investment opportunities for qualified investors in private equity markets.

Rothschild & Co manages a set of dedicated private equity and private debt funds, totalling over EUR 11 billion worth of assets. The new strategy developed through this partnership will give UBP’s clients access to a diversified portfolio of small and medium-sized companies across the world, through four private equity approaches (Primary, Direct Secondary, Late Primary, and Direct). It will be managed by Rothschild & Co, with the experts of UBP’s DIG team acting as investment advisors.

Guy de Picciotto, UBP’s CEO, said:

“We are very pleased to be working alongside a renowned leader in private equity. Thanks to UBP’s expertise and Rothschild & Co’s positioning in this market, we will be able to develop our exclusive offering directed at major private and institutional investors by opening up innovative and varied investment opportunities to them.”

Alexandre de Rothschild, Executive Chairman of Rothschild & Co, also expressed great satisfaction with this collaboration: “Over ten years we have been building up a private equity platform spanning the full spectrum of expertise we have at Rothschild & Co, which has enabled us to offer our clients the best investment opportunities in the small and medium-sized segment. We are delighted to be collaborating with UBP and are convinced that this partnership will bring added value for both banks.”

Direct Investments

Download the Press Release in the following languages:

English
Français
Deutsch
Italiano

Expertise

Swiss & Global Equities

Why Swiss equities now? This market offers equity investors the stability and agility they need to navigate this volatile period. 

Read more
Expertise

European Equities

European equities offer unrivalled opportunities in terms of breadth of sector and market exposure.

Read more

Most read

Press Releases 04.11.2020

UBP launches a global fintech strategy

Union Bancaire Privée, UBP SA (UBP) announced today the launch of a new global equity strategy investing in a wide range of areas of the fintech industry.

Press Releases 17.07.2020

First half-year results 2020

Union Bancaire Privée announces a net profit of CHF 107.6 million for the first half of 2020

Press Releases 24.06.2020

New absolute return strategy on UBP's alternative UCITS platform

UBP has enhanced its alternative UCITS platform with a new absolute return strategy launched in partnership with Baltimore-based alternative investment manager Campbell & Company Investment Adviser LLC.


Further reading

Press Releases 04.11.2020

UBP launches a global fintech strategy

Union Bancaire Privée, UBP SA (UBP) announced today the launch of a new global equity strategy investing in a wide range of areas of the fintech industry.

Press Releases 17.07.2020

First half-year results 2020

Union Bancaire Privée announces a net profit of CHF 107.6 million for the first half of 2020