UBS offers clients access to private markets with tie-up - Business Insider

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UBS joins forces with private equity firm Partners Group to give wealthy clients access to private markets

Swiss bank UBS and private equity group Partners Group said they would team up to offer wealthy clients access to private markets.

Private markets offer access to companies that do not yet trade publicly, as well as real-estate and infrastructure projects and vehicles such as buyouts. In the past, only the very rich have really had access to them. "This collaboration will broaden our clients' access to private markets and deepen its place within their portfolios," Sergio Ermotti, UBS group chief executive said.Swiss investment bank UBS said on Friday it had joined forces with global private equity firm Partners Group to offer its wealthiest clients access to private markets, an asset class that tends to yield handsome returns, but only for those that can afford to invest.

Private markets, where investors can tap into private-equity buyouts, or buy coveted stocks before they even come close to seeking an initial public offering, have in the past only really been open to the very richest customers. They were also long considered too hard to access, too illiquid, or too opaque for more traditional investors.

The deal will give wealth management clients in Switzerland and other selected markets across Europe and Asia exposure to Partners Group's direct private equity investments, which will be pre-selected by UBS, the two companiesWith interest rates in most developed economies at, or near zero, and high equity valuations, it is becoming tougher for asset managers to deliver much in the way of yield to their clients.

 

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