UBS

UBS is a prominent global financial services firm headquartered in Zurich, Switzerland, specializing in wealth management, investment banking, and asset management. The company serves a diverse clientele, including individuals, families, institutions, and corporations, offering tailored solutions that encompass traditional and alternative investments, real estate, and infrastructure. UBS Wealth Management provides comprehensive asset management services to both individual and institutional clients through a network of offices worldwide. Its investment banking division delivers financial advisory services, capital market access, and risk management solutions. Additionally, UBS Global Asset Management operates subsidiaries across various regions, including Asia-Pacific and Europe, focusing on investment strategies that cater to pension funds, financial intermediaries, and private clients. The firm emphasizes building trusted relationships and understanding clients' needs to deliver informed financial advice and superior investment performance.

Faisal Alshibl

Director

Baljit Basi

Investment Bank Principal Investments

Ankur Kamalia

Managing Director - Integration Officer

Neal McMinn

Executive Director

Tom Naratil

Co-President Global Wealth Management and President UBS Americas

Todd Tuckner

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

Past deals in Recapitalization

iCapital Network

Venture Round in 2021
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

iCapital Network

Series C in 2021
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

iCapital Network

Venture Round in 2020
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

iCapital Network

Venture Round in 2018
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

iCapital Network

Series B in 2017
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.
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