Logo of UBS
Follow

100% positive feedbacks

UBS

Public company; Founded in 1998
10000+ employees

4 followers

Notes

Relationship history

  • Reminders

    No reminders

  • Notes

    No notes

  • Follow

Overview

Areas of expertise
  • Legal and compliance services
  • Corporate/M&A
  • Banking and Finance
  • Capital markets
  • Comercial
  • Antitrust/Competition
  • Intellectual property
  • Dispute resolution
  • Private clients
  • Real estate
  • Due diligence services
  • Operational due diligence
  • Investment due diligence
  • Auditing services
  • Data rooms
  • Fund services
  • Upfront consulting
  • Fund administration
  • Custody
  • Asset segregation
  • Custody/cash services
  • Credit facilities
  • Loan services
  • Treasury/cash services
  • Depository controls
  • Reporting services
  • AIFMD depositary
  • Annex IV reporting
  • FATCA and tax support
  • Corporate actions
  • Transfer agent
  • Security master maintenance
  • Trading
  • Trading services
  • Execution
  • FX
  • Financial instruments trading
  • Market views
  • Transfer agent
  • Trade capture
  • Pricing
  • Derivative lifecycle management
  • OTC derivative pricing
  • Regulatory & compliance services
  • Fund governance
  • Governance radar
  • Management companies
  • Investment controlling
  • Distribution support
  • Governance training
  • Board assessment
  • Fund operations
  • Authorization and business set-up
  • Conduct of change
  • Reporting requirements (FATCA, AIFM, CRS etc.)
  • Investment management meetings
  • Minutes
  • Regulatory administration
  • Correspondence
  • Operational risks
  • Distribution support
  • Country specific help
  • Swiss payment agent
  • Swiss representative
  • Risk management/reporting
  • Banking services
  • Branch and retail services
  • Client management
  • Accounts
  • Deposits
  • Payments
  • Cards
  • Call centers and customer service
  • Investment products
  • Loans & Credit
  • Insurance
  • Deposits
  • Financial planning
  • Portfolio management
  • Financing
  • Liquidity management
  • Trade financing
  • Business loans
  • Specific sectoral investments
  • Asset finance/Leasing
  • Acquisition finance
  • Factoring
  • Merger & Acquisitions
  • IPOs
  • Credit
  • Valuation
  • Documentation structuring
  • Execution
  • Project finance/PFI
  • Structured/Tax finance
  • Trade finance
  • Transaction banking
  • Investment with guarantee
  • Investment without guarantee
  • Custodian services
  • Reporting
  • Securities processing
  • Origination
  • Reconciliation
  • Documentation
  • Debt collection
  • Corporate actions
  • Underwriting
  • Advisory
  • Equities
  • Bonds
  • ILS
  • Derivatives
  • Insurance
  • Securitization
  • Leveraged finance
  • (Loan) Syndication
  • Structured finance
  • Brokerage/Payment
  • Payment platform
  • International payments
  • Payment support
  • FX-payments
  • FX-hedging
  • Online trading platforms
  • Executing orders
  • Own account trading
  • Operation of multilateral trading facilities
  • Handling subscription forms
  • Handling transactions
  • Settlements
  • Market making
  • Exchanges
  • Insurance services
  • Pension schemes
  • General insurance policies
  • Catastrophe insurance policies
  • Insurance broker/advisory
  • Life insurance policies
  • Consulting
  • Market research
  • Investment consulting/advisory
  • Risk management consulting
  • Benchmarking
  • Sales & Marketing
  • Capital introducer
  • Investor relations services
  • Communication
  • Advertising
  • Fintech
  • Finance management
  • Alternative financing
  • ICT
  • Software
  • Hardware services
  • Data services
  • General services
  • HR services
  • Finance & accounting
  • Real estate services
  • Planning & building
  • Property utillization
  • Evaluation & Financing
  • Facility/property management
  • Research services
  • Company research
  • Technical research
  • Asset class
  • Thematic research
  • Credit, rates & currencies
  • Industry
  • Commodities
  • Macro & politics

Served jurisdictions

Switzerland, Germany, France, United Kingdom, United States

Show more

We speak

English, German, French, Spanish, Arabic, Bengali, Chinese, Czech, Dutch, Greek, Hindi, Hungarian, Italian, Japanese, Javanese, Korean, Malay, Marathi, Persian, Polish, Portuguese, Punjabi, Romanian, Russian, Serbo-Croatian, Simplified Chinese, Swahili, Swati, Swedish, Tamil, Telugu, Thai, Traditional Chinese, Turkish, Ukrainian, Vietnamese

Show more


Wealth Management UBS offers high net worth and affluent individuals around the world a complete range of tailored advice and investment services. Our spectrum ranges from investment management to estate planning and corporate finance advice, in addition to specific wealth management products and services. Investment Bank A global financial services firm with a focused model built around


Team

Ian Schoch activities: GA Advisor
Ian Schoch
GA Advisor


Other services you might be interested in:

Logo of Credit Suisse
Add your due diligence/feedback.
Public company
Founded in 1871
10000+ employees

5 followers

  • Legal and compliance services
  • Real estate and M & A transactions
  • Due diligence services
  • Fund services
  • Banking services
  • Insurance services
  • Consulting
  • Sales & Marketing
  • Fintech
  • ICT
  • General services
  • Real estate services
  • Research services
Show all