UBS and Invesco Launch Institutional Grade Real Estate Investments for UBS Clients
28th June 2021 | Hong Kong
UBS, the Swiss banking group managing more than $4 trillion of assets, and Invesco, a global investment firm with $1.45 trillion assets, has formed a partnership to launch institutional grade real estate investments for UBS clients. The UBS partnership with Invesco Real Estate ($83.2 billion AUM), will provide UBS clients in Switzerland, Europe and Asia to invest in Invesco’s real estate strategies, co-investments or direct real estate investments worldwide, providing UBS clients with exposure to institutional-quality global real estate, diversified across sectors and geographies and to provide growing clients’ preference for for income-producing strategies with stable returns.
“UBS and Invesco Launch Institutional Grade Real Estate Investments for UBS Clients”
Invesco, Invesco Real Estate
Invesco is a global independent investment management firm with $1.45 trillion of assets (31/3/21), headquartered in United States with offices in more than 20 countries.
Invesco Real Estate is a global leader in the real estate investment management business with $83.2 billion in real estate assets under management (31/3/21). Invesco Real Estate has been actively investing across the risk-return spectrum, in direct real estate strategies such as core, debt, value-add and opportunistic as well as publicly-listed real estate securities since 1992.
UBS on partnering with Invesco: With USD 63.6 billion in direct real estate and USD 19.9 billion in listed real estate, and more than 580 real estate professionals globally, Invesco is the only manager to have comparable strategies across the US, Europe and Asia, offering a unique ability to deliver an established institutional quality global portfolio.
Bruno Marxer, Head of Global Investment Management at UBS Global Wealth Management:
“This partnership reinforces our commitment to provide our clients with the best of what UBS has to offer, while also giving them exclusive access to solutions from leading partners. This allows them to gain exposure to unique and attractive investment ideas in tune with pivotal market trends.”
Marty Flanagan, President and CEO of Invesco:
“We are truly delighted to be announcing this new partnership and mandate from UBS to deliver our world-class real estate capability. The offering has been structured specifically for UBS and its clients with a view to delivering a stable, attractive level of income over the long term.”
R. Scott Dennis, Global CEO,Invesco Real Estate:
“Invesco is one of the few firms that has a truly global real estate platform with experience investing through multiple market cycles across the full risk-return spectrum. We are excited for the partnership with UBS to deliver these established, proven strategies as investors continue to seek exposure to private real estate.”
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UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’s strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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