What is a Direct Investment? | Banking glossary - UBP - UBP (2024)

Direct investments are investments in tangible assets or companies with the aim of financing their development in the medium or long term. Such opportunities are meant for qualified investors and are the opposite of indirect investments, which are in listed shares, equities or bonds. Direct investment allows for portfolio diversification beyond traditional instruments.

Depending on the opportunities available, a direct investment on the private markets can generate recurring cash flows.

However, direct investments are more illiquid than most other financial assets, as the money invested is generally blocked for the medium to long term (up to ten years). Direct investment opportunities must therefore be considered an entrepreneurial venture, and require methodical assessment of the risks they entail.

UBP’s Private Markets Group

Our areas of expertise

Investment Expertises

Discover all our areas of expertise in investment services.

What is a Direct Investment? | Banking glossary - UBP - UBP (2024)
Top Articles
Latest Posts
Article information

Author: Margart Wisoky

Last Updated:

Views: 6501

Rating: 4.8 / 5 (58 voted)

Reviews: 89% of readers found this page helpful

Author information

Name: Margart Wisoky

Birthday: 1993-05-13

Address: 2113 Abernathy Knoll, New Tamerafurt, CT 66893-2169

Phone: +25815234346805

Job: Central Developer

Hobby: Machining, Pottery, Rafting, Cosplaying, Jogging, Taekwondo, Scouting

Introduction: My name is Margart Wisoky, I am a gorgeous, shiny, successful, beautiful, adventurous, excited, pleasant person who loves writing and wants to share my knowledge and understanding with you.