What’s the secret to packing private market power into your portfolio?
Your objective is everything. Maybe it’s short-term cashflow. Is it something longer-term? Perhaps you’re even thinking beyond your own needs.
That’s how UBS thinks about investor aims: Liquidity. Longevity. Legacy.
• Liquidity - to help provide cash flow for short-term expenses
• Longevity - for longer-term needs
• Legacy - for needs that go beyond your own
Swipe to find out how each strategy has merits for those taking a position in private markets. Do you understand the risks of private market investment, and have you considered building it into your strategy?
Source: UBS, “Private markets: An opportunity worth exploring,” 2024
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UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pu...