LP profile · Corporate VC
UBS O'Connor
UBS O'Connor is a corporate vc headquartered in Switzerland (Europe). Ranked #118 in the 2026 Dealroom Power Law LP Ranking by realised power-law score across its venture commitments.
Historical Background
- O'Connor was established in 1977 as O'Connor & Associates, a Chicago-based options trading firm with a focus on financial derivatives.
- The firm was acquired by Swiss Bank Corporation (a predecessor of UBS) in 1992, which sought to expand its options trading capabilities in the United States.
Source of Capital
- A portion of the capital in O'Connor's funds has historically been raised from clients of UBS Global Wealth Management.
- No further information available.
Major Events
- In 2024, UBS agreed to sell the O'Connor platform to the financial services firm Cantor Fitzgerald.
- As part of the sale, UBS and Cantor Fitzgerald established a long-term commercial arrangement to ensure O'Connor's investment capabilities remain accessible to UBS Global Wealth Management clients.
Allocation Strategy
- The firm operates as an alternatives platform with a focus on hedge funds, alternative credit, and commodities.
- O'Connor's investment approach centers on relative value investing, with an emphasis on risk management.
- No information available.
Sources
- https://www.ubs.com/global/en/assetmanagement/capabilities/hedge-funds/oconnor.html
- https://en.wikipedia.org/wiki/O'Connor_&_Associates
- https://www.bankingdive.com/news/ubs-selling-hedge-fund-business-oconnor-cantor-fitzgerald/749294/
- https://www.cantor.com/cantor-fitzgerald-expands-asset-management-capabilities-with-acquisition-of-ubss-oconnor-alternatives-investment-platform/
- https://www.wealthmanagement.com/wealth-management-industry-trends/ubs-s-billionaire-clients-keen-on-turnaround-opportunities