Banks create corporate finance hotline to hedge funds

Euromoney Limited, Registered in England & Wales, Company number 15236090

4 Bouverie Street, London, EC4Y 8AX

Copyright © Euromoney Limited 2024

Accessibility | Terms of Use | Privacy Policy | Modern Slavery Statement

Banks create corporate finance hotline to hedge funds

Do hedge funds need strategic advice from investment bankers? And do banks need to set up new departments to offer it? Yes, reckon UBS and CSFB; no, say many of their competitors. Antony Currie reports on whether treating hedge funds like other corporate or private-equity clients is the latest development in the industry or just a fancy bit of spin.

THE HEDGE FUND head has been pondering his choices. Should he diversify his portfolio? Should he really make use of that new illiquid product that appears to promise better returns than the usual strategies? Should he sell out to a bank?

Rather than merely relying on his computer models and his traders for thoughts, he has also decided to call up his investment bankers, the specialist corporate financiers that know his industry so well.

That, at least, is the future as seen by UBS, which in July set up its alternative capital group. It’s not designed to raise or place investment assets, nor is it part of the bank’s expanding prime brokerage division. Rather, it is a group of specialists who will offer strategic advice to hedge funds. “It’s similar to the way an investment bank would cover sectors such as industrials or technology, but it’s probably closer to the way we cover financial sponsors,” says Suzie MacCagnan, who co-heads the newly announced group with Richard Royden. “We looked at the pool of capital represented by hedge funds and set about how to talk to them as an enterprise, whether about investment ideas or strategic decisions such as M&A.

Gift this article