Union Bancaire Privée Forms Partnership with Rothschild & Co.

June 20, 2019

On March 6, 2019, Union Bancaire Privée UBP SA announced a partnership with independent family group Rothschild & Co. SCA.

Continue reading “Union Bancaire Privée Forms Partnership with Rothschild & Co.”Pursuant to the agreement, Union Bancaire Privée UBP SA (“UBP”) will partner with Rothschild & Co. SCA (“Rothschild”) to develop a new strategy with four private equity approaches, managed by Rothschild with UBP’s Direct Investments Group acting as investment advisors. The new strategy will provide UBP’s clients access to a diversified portfolio of small and medium-sized companies. Further terms of the deal were not disclosed.

Rothschild (EPA: ROTH) is a multinational investment bank and financial services company with headquarters in London and Paris. Rothschild manages a set of dedicated private equity and private debt funds totaling over €11 billion.

UBP is a full-scale wealth management bank for private and institutional clients with headquarters in Geneva. UBP has approximately CHF 126.8 billion in assets under management as of January 2019.

To read the press release: please click here.


Investment Manager Strategic Investments, Private Equity Strategic Investments, Transactions