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UBS Asset Management Credit Investments Group (uk)

SEC-registered adviser since 1991London (england), United KingdomCRD 113463

$11.0B
AUM
56
Clients
See fees
Fee
0
Advisory staff

From Form ADV filed 5 August 2026 · data retrieved 15 October 2026SEC record

UBS Asset Management Credit Investments Group (uk) is an investment adviser headquartered in London (england), United Kingdom, and registered with the SEC since 1991. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles and portfolio management for institutions. Fee arrangements include a percentage of assets under management and performance-based fees. UBS Group Ag owns 75% or more of UBS Asset Management Credit Investments Group (uk).

Clients

UBS Asset Management Credit Investments Group (uk) serves 56 clients. The average client has about $197 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles56 clients100%
Show client breakdown
Pooled investment vehicles
Clients
56
Regulatory AUM
$11,045,754,403
Share
100.0%
Avg. per client
$197.2M

Total

Clients
56
Regulatory AUM
$11,045,754,403
Share
100%
Avg. per client
$197.2M

What it does

UBS Asset Management Credit Investments Group (uk) provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.

UBS Asset Management Credit Investments Group (uk) advises no private funds.

100.0% of assets ($11.05B across 56 accounts) are managed with discretion. 100% of clients are outside the U.S., and 55 clients received advice without assets under management last fiscal year.

Custodians

UBS Asset Management Credit Investments Group (uk) does not have custody of client assets.

Managed account assets by custodian
  • All other custodians$11.05B100%

Ownership and leadership

UBS Group Ag owns 75% or more of UBS Asset Management Credit Investments Group (uk).

Who owns the firm
UBS Asset Management Credit Investments Group (uk) LTD· the adviser

  • UBS Group Ag

    Control person · since June 2023

    Owns 75% or more of UBS Asset Management Credit Investments Group (uk) LTD

  • UBS Asset Management Holding LTD

    Control person · since May 2024

    Owns 75% or more of UBS Asset Management Credit Investments Group (uk) LTD

Leadership

  • Brian Sheahan
    Chief Compliance Officer
  • Daniel Beadel
    Director
  • Malcolm Edwards
    Director
  • Ian Hale
    Non Executive Director
  • Keith Jecks
    Director
  • Andrew Marshak
    Director

Staff

  • 0 employees

Fees

UBS Asset Management Credit Investments Group (uk) is paid through a percentage of assets under management and performance-based fees.

UBS Asset Management Credit Investments Group (uk)’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, UBS Asset Management Credit Investments Group (uk) has 0 offices, with 1 listed address with no US state reported.

Registration details

Legal name
UBS Asset Management Credit Investments Group (uk) LTD
Headquarters
Five Broadgate, London (england), United Kingdom EC2M 2QS
Phone
442078888888
Website
Not reported
SEC file
801-40177
Structure
corporation organized in United Kingdom
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does UBS Asset Management Credit Investments Group (uk) have?

UBS Asset Management Credit Investments Group (uk) has 56 clients and manages $11 billion for them, as of August 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 August 2026

What services does UBS Asset Management Credit Investments Group (uk) offer?

UBS Asset Management Credit Investments Group (uk) provides portfolio management for pooled vehicles and portfolio management for institutions.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Who owns UBS Asset Management Credit Investments Group (uk)?

UBS Asset Management Credit Investments Group (uk) is owned through a holding company by UBS and UBS Asset Management Ag. Its direct owners are UBS Group Ag (75% or more) and UBS Asset Management Holding LTD (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 5 August 2026

How does UBS Asset Management Credit Investments Group (uk) get paid?

UBS Asset Management Credit Investments Group (uk) is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 5 August 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 113463.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with UBS Asset Management Credit Investments Group (uk) LTD and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.