Union Bank of Switzerland (UBS) was a Swiss investment bank and financial services company located in Switzerland. The bank, which at the time was the second largest bank in Switzerland, merged with Swiss Bank Corporation in 1998, to become UBS to form what was then the largest bank in Europe and the second largest bank in the World.
Swiss Bank Corporation was a Swiss investment bank and financial services company located in Switzerland. Prior to its merger, the bank was the third largest in Switzerland with over CHF 300 billion of assets and CHF 11.7 billion of equity.
Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame. The focus is on the characteristics of the overall portfolio. Such a strategy contrasts with an approach that focuses on individual assets.
PaineWebber & Co. was an American investment bank and stock brokerage firm that was acquired by the Swiss bank UBS in 2000. The company was founded in 1880 in Boston, Massachusetts, by William Alfred Paine and Wallace G. Webber. Operating with two employees, they leased premises at 48 Congress Street in May 1881. The company was renamed Paine, Webber & Co. when Charles Hamilton Paine became a partner. Members of the Boston Stock Exchange, in 1890 the company acquired a seat on the New York Stock Exchange. Wallace G. Webber retired after the business weathered a major financial crisis of 1893.
S. G. Warburg & Co. was a London-based investment bank. It was listed on the London Stock Exchange and was once a constituent of the FTSE 100 Index. The firm was acquired by the Swiss Bank Corporation in 1995 and ultimately became a part of UBS.
Northern Trust Corporation is an American financial services company headquartered in Chicago, Illinois that caters to corporations, institutional investors, and ultra high net worth individuals. Northern Trust is one of the largest banking institutions in the United States and one of the oldest banks in continuous operation. As of June 30, 2022, it had $1.7 trillion in assets under management and $17 trillion in assets under custody. Northern Trust Corporation is incorporated in Delaware.
Sir Siegmund George Warburg was a German-born English banker. He was a member of the prominent Warburg family. He played a prominent role in the development of merchant banking.
Dillon, Read & Co. was an investment bank based in New York City. In 1991, it was acquired by Barings Bank and, in 1997, it was acquired by Swiss Bank Corporation, which was in turn acquired by UBS in 1998.
AlpInvest Partners is a Dutch global private equity asset manager with over $85 billion of committed capital since inception as of December 31, 2022. The firm invests on behalf of more than 450 institutional investors from North America, Asia, Europe, South America and Africa.
Capvis is a private equity firm focused on leveraged buyout and growth capital investments in middle-market companies across a range of industries in the Industrial Corridor of Europe.
Mercury Asset Management plc was a leading British investment management business. It was listed on the London Stock Exchange and was a constituent of the FTSE 100 Index.
GAM Investments is an independent, pure play asset management group headquartered in Zurich. The Group sells to a wide range of client segments such as institutions, wholesale intermediaries, financial advisers, and private investors. The Group’s investment management business is complemented by a private labelling unit which provides outsourcing for third-party asset managers.
BTG Pactual is a Brazilian financial company that operates in the markets of investment banking, wealth management, asset management, corporate lending and sales and trading. It offers advisory services in mergers and acquisitions, wealth planning, loans and financings, as well as investment solutions and market analyses. It is the sixth largest banking institution in Brazil, the eleventh largest in Latin America, and the largest investment bank in Latin America and the Caribbean.
UBS Group AG is a multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world. UBS client services are known for their strict bank–client confidentiality and culture of banking secrecy. Because of the bank's large positions in the Americas, EMEA, and Asia Pacific markets, the Financial Stability Board considers it a global systemically important bank.
O'Connor & Associates was a Chicago-based options trading firm, with a particular emphasis on financial derivatives. The firm was founded in 1977 by John F. O'Connor and his brother-in-law, Robert J. Creamer. In 1992, O'Connor & Associates was acquired by Swiss Bank Corporation. The acquisition was part of Swiss Bank's efforts to expand its options trading capabilities in the United States. At the time of the acquisition, O'Connor & Associates had over 500 employees and was one of the largest options trading firms in the world.
Gary P. Brinson is a former investor and money manager. He is the founder of Brinson Partners a Chicago-based asset management firm acquired in 1994 by Swiss Bank Corporation, the predecessor of UBS. Prior to retiring in 2000, Brinson would run the asset management division of Swiss Bank Corporation and later UBS Global Asset Management.
John P. Costas is an American businessman, banker, and trader. He is the former chairman and CEO of UBS Investment Bank, where he oversaw the growth of the Swiss bank's investment banking franchise globally from 2000 to 2005. From 2005 through 2007, Costas was the chairman and CEO of Dillon Read Capital Management, a UBS proprietary trading unit and alternatives management company.
Blair W. Effron is an American financier. Effron co-founded Centerview Partners, a leading global investment banking firm based in New York City. Centerview has offices in London, Paris, Chicago, Los Angeles, Palo Alto and San Francisco. The firm provides advice on mergers and acquisitions, financial restructurings, valuation, and capital structure to companies, institutions and governments.
Jürg Zeltner was a Swiss corporate executive. He last served as Group CEO and member of the Board of Directors at KBL European Private Bankers. He was earlier the President of UBS Wealth Management from November 2014 to December 2017. He stepped down from the Group Executive Board at the end of 2017, and retired from the firm as of 2018. He had served as a member of the UBS Group Executive Board since February 2009. From February 2009 to January 2012 he was co-CEO of Wealth Management and Swiss Bank. In February 2016, Zeltner ranked first among the best global private banking CEOs, according to a 2016 Euromoney private banking survey.
Adams Street Partners (ASP) is an American private equity firm headquartered in Chicago. The majority of the firm's assets are in fund of funds strategies. In 2020, Preqin ranked the firm as the ninth largest fund of funds globally with $40 billion in assets under management.
