UBS

UBS is a global financial services firm headquartered in Zurich, Switzerland, with a history spanning over 150 years. The company operates in various sectors, including wealth management, investment banking, and asset management, serving a diverse clientele that includes individuals, families, institutions, and corporations worldwide. UBS Wealth Management specializes in offering tailored asset management solutions, particularly for high net worth and ultra-high net worth individuals, focusing on building strong relationships through experienced Financial Advisors. The Investment Bank division provides a range of services, such as financial advisory on mergers and acquisitions, capital market financing, and access to global capital markets. Additionally, UBS Asset Management combines independent research and risk management to enhance investment performance for its clients. With offices in over 50 countries, UBS aims to deliver comprehensive financial solutions that address the unique needs of its clients.

Faisal Alshibl

Director

Baljit Basi

Investment Bank Principal Investments

Sergio Ermotti

CEO

Sungjung Kim

Technology Analyst

Hyunja Laski

Principal

Mark Mackenzie

MD - Private Placements

Neal McMinn

Executive Director

Andrew Shannon

Associate Director

Todd Tuckner

CFO and Head Business Performance and Risk Management for Global Wealth Management

Siret Unsal

Executive Director

Tomer Jacob

Managing Director

Past deals in Precious Metals

Triple Flag Precious Metals

Post in 2025
Triple Flag Precious Metals Corp is an emerging senior streaming and royalty company that focuses primarily on gold. The company operates a diversified portfolio of precious metal properties across various countries, including Australia, Canada, Colombia, Côte d'Ivoire, Honduras, Mexico, Mongolia, Peru, South Africa, and the United States. Triple Flag emphasizes adaptability and flexibility in structuring customized financing solutions to meet the specific needs of its mining partners. By fostering strong relationships and maintaining a distinct culture, the company has successfully sourced a significant number of its deal opportunities through referrals from existing counterparties and its extensive network, promoting direct discussions with potential partners rather than relying on competitive auction processes.

Gerald Group

Debt Financing in 2023
Gerald Group is a metal trading company that specializes in the sale of nonferrous, ferrous, and precious metals, as well as related concentrates and raw materials. Additionally, Gerald Group provides commodity trading and product development services. It also offers merchant banking services, including project financing, lending, metal leasing and consigning, and marketing strategy and inventory management advisory. Gerald Group caters to the metal producing, refining, smelting, fabrication, and banking sectors. It has a strategic partnership with Pengxin International Mining Company.
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