June 4, 2013

UBS Willow Fund Losses

Soreide Law Group is currently investigating the UBS Willow Fund. The allegations by clients involve unsuitability, misrepresentation and omission, breach of fiduciary duty, negligence, and failure to supervise.

In 2000 UBS and Bond Street Capital formed the UBS Willow Fund, a hedge fund offered and sold by UBS to investors as a distressed debt fund. The Willow Fund had as much as $400 million in assets under management. UBS ultimately liquidated the fund due to substantial losses. It is alleged that UBS sold the Willow Fund to many conservative investors, many of whom did not wish to risk their portfolios on distressed debt. Allegedly, UBS misrepresented the true risks of the Willow Fund and omitted risks to its conservative clients.

In October 2012, the UBS Willow Fund liquidated its assets after suffering significant losses in 2012. The Willow Fund’s net asset value declined over $300 million.

If you invested in the UBS Willow Fund, call for a free consultation with an attorney on how to potentially recover your losses, at 888-760-6552

S H A R E   T H I S   P O S T

Recent Posts

July 11, 2026
Cambridge Investment Research Sanctioned By FINRA Over UIT Recommendations

Soreide Law Group is investigating potential investor claims involving Cambridge Investment Research following a FINRA disciplinary action concerning Unit Investment Trust (UIT) recommendations. In April 2026, FINRA censured Cambridge Investment Research after finding supervisory deficiencies involving certain UIT recommendations made to retail clients. Investors who incurred excessive fees, unnecessary costs, or other damages associated with […]

July 10, 2026
Infinity Financial Services Sanctioned By FINRA Over Variable Annuity Supervision Failures

Soreide Law Group is investigating potential investor claims involving Infinity Financial Services after FINRA sanctioned the firm for supervisory failures involving deferred variable annuity exchanges and recommendations. Investors who incurred surrender charges or other losses in connection with variable annuity transactions recommended through Infinity should review the allegations that led to FINRA's disciplinary action against […]

July 10, 2026
NextGenTech Investments LLC Losses?

Soreide Law Group is investigating potential investor claims involving losses in NextGenTech Investments LLC, a private fund managed by Sestante Capital LLC that purported to provide investors with economic exposure to shares of private companies, including Anduril Industries. Recent criminal proceedings involving Sestante Capital's manager have raised significant concerns regarding the offering, the representations made […]

Contact us Nationwide USA
2401 E. Atlantic Blvd., Suite 305, Pompano Beach, FL 33062
Helping clients recover money across the USA
search
Copyright © 2025 Soreide Law Group, PLLC  |  All Rights Reserved