Analysis
The initiative delivers institutional-quality exposure to secondaries, with enhanced liquidity, diversification, and long-term value.
Shane Clifford, Global Head of Wealth at Carlyle, said, “This collaboration underscores our commitment to expanding access to private market solutions while maintaining institutional rigor. By combining Carlyle AlpInvest’s global secondaries expertise with UBS’s UGA, our goal is to deliver a compelling solution to investors.”
Chris Perriello, Global Head of Secondaries at Carlyle AlpInvest, noted, “The secondaries market is more active than ever, with high-quality portfolios and sellers seeking flexible options. This initiative extends our global sourcing and execution expertise to a broader investor base.”
Jerry Pascucci, Co-Head of UGA at UBS, stated, “We are proud to innovate with premier GPs and use the scale of our private markets platform to serve client needs across alternatives.”
Johannes Roth, Co-Head of UGA, added, “Our collaboration with Carlyle AlpInvest brings deep secondaries experience and a strong sourcing network, building a powerful deal pipeline for clients.”
This initiative reflects a growing shift among wealth managers toward alternative investments, including private equity secondaries, with focus on scalable access, portfolio diversification, and liquidity options.