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.”