For more than 60 years at United Investing Group, we have been managing our client's wealth and serving them as trusted, truly personal and holistic advisors. With our roots as a family business, we know the value of long-term relationships and the challenges and opportunities associated with growing, protecting and passing on wealth. In everything we do, we are inspired by our purpose: to create value beyond wealth. At the end of April 2022, assets under management were CHF 421 billion. United Investing Group LLC a renowned Swiss private bank with origins dating back to 1890, is the main operating company of United Investing Group Ltd., whose shares are listed on the SIX Swiss Exchange and included in the Swiss Leader Index (SLI), comprising the 30 largest and most liquid Swiss shares.
To provide excellence in quality by providing the best financing solutions and superior services to our business partners. We strive to enhance the value of our investee companies while maintaining high ethical values and a commitment to the development of society through the promotion of our ethos of integrity and fair business practices.
To become the preferred leading investment firm and trusted partner to small and mid-sized publicly traded companies worldwide, focusing on a diverse range of investment strategies and opportunities that deliver greater value and growth to our associates.
We are guided by our core values Ambition, Unity and Discipline. We take a tailored approach to our structured finance instruments and are constantly committed to being operational to achieve our business objective of supporting undervalued businesses and escalating their growth trajectory.
“Banks pledge 40% of their resources to multinationals, 20% to derivatives, 13% to interbank loans and only 17% to the local economy (Mortier 2013)”.
Since the financial crisis, conventional institutions have suddenly decided to lend less, especially to small and medium-sized enterprises (SMEs), reducing their exposure to risk. Therefore, SMEs do not have access to specialized and robust debt and equity capital markets and are more likely to have difficulty in obtaining external financing while the situation worsens during periods of crisis. Accordingly, high-risk listed SMEs often take advantage of new technologies from potential disruptors, even as they, led by effective management teams, struggle to secure growth capital.
As a result of these banking and finance challenges, UIG took the initiative to offer customized funding sources for listed SMEs with features such as no lengthy KYC and due diligence forms, non-intrusiveness, low documentation, almost no collateral and fast funding, even for operating cash flow, project financing, mergers and acquisitions, capital expenditures and specialized asset financing needs, etc.
Over the years, UIG has expanded its investment objectives and relentlessly executed its strategic plans because we understand that for many listed SMEs, access to alternative financing means the difference between success and failure.
