UBS La Maison de Gestion

About UBS La Maison de Gestion

UBS La Maison de Gestion is a management company on a human scale resulting from the meeting at the end of 2016 between prestigious families of investors, La Maison, and a major global bank, UBS . The creation of this Joint Venture (51% of the capital held by UBS France and 49% held by La Maison and its major shareholders) was born from their common vision of the wealth management profession and their desire to create an original model, that of an asset management institution, backed by a large banking group.  Faced with the successful development of UBS La Maison de Gestion, the UBS group wished to strengthen its capital ties in 2019, thus increasing its stake initially to 95%, then to 100% in 2022. We offer several types of portfolio management strategies, individual and collective, for private and institutional clients. Our investment solutions are based on the proximity and know-how of our management teams , as well as on the global expertise of the UBS Group, in order to meet your expectations. Our priority is the preservation and growth of capital over the medium/long term within the management mandates, which our human scale allows us to tailor to your own objectives. Our tight range of open-ended funds, based on our historical specializations in asset allocation, fund selection and stock selection, completes our offer.