UBS-KKR Conflict of Interest? Potential Scandal?

At a rival bank, but somehow I’ve kept seeing press releases of UBS landing KKR deals and having Henry Kravis give talks to UBS Bankers. I've always found it strange given broader UBS deal flow.

Now it appears to be clear.

Marco Valla, head of UBS IB, appears to be living or have been living with to Monica Mandelli a global head of America's ex-US at KKR. (See Elle Decor Article titled A Minimalist Makeover by David Colman from 2010)

This appears to be a potential massive conflict of interest that has not really been reported on.


 

95 Comments
 

so where's the conflict of interest exactly?

unless UBS specifically picks KKR on auctions, every business is free to chose with whom to do business for whatever reason he wants

 


 

10 Ways It Could Be a Conflict of Interest

  1. Biased Decision-Making: If Marco Valla is involved in UBS’s decisions on deals with KKR, his judgment could be swayed by his personal relationship with a KKR executive, leading to preferential treatment for KKR at UBS’s expense.
  2. Undue Favoritism in Deal Terms: UBS might offer more favorable terms, such as lower interest rates or better financing options, to KKR due to the personal connection, even if those terms are not in the best interest of UBS shareholders.
  3. Increased Deal Flow for KKR: There could be an incentive to prioritize KKR’s deals over other potential business opportunities that might be more lucrative or better suited for UBS’s long-term strategy.
  4. Lack of Objectivity in Advisory Roles: If UBS is advising KKR on transactions, Marco Valla might struggle to provide unbiased guidance or analysis, given his connection to KKR.
  5. Regulatory Scrutiny: Regulators may view the relationship between UBS and KKR as a potential conflict, which could lead to investigations or scrutiny over whether the firms are operating in a fully transparent and ethical manner.
  6. Internal Perception of Bias: Employees at UBS might perceive the relationship as leading to biased decisions, creating internal morale issues or doubts about the integrity of leadership’s decisions.
  7. Inconsistent Conflict of Interest Policies: If UBS does not have a robust conflict of interest policy regarding family relationships, it could open the door for similar issues with other executives, leading to systemic problems within the firm.
  8. Risk of Insider Information Sharing: There’s a potential for sensitive, non-public information to be shared between UBS and KKR inappropriately due to the personal relationship, particularly if Valla has access to confidential financial details.
  9. Reduced Shareholder Confidence: Shareholders of UBS might worry that the firm is more focused on benefiting KKR (and by extension, Valla’s personal interests) than maximizing returns for UBS shareholders, possibly impacting stock prices.
  10. Reputational Damage: Even the appearance of a conflict of interest, if not properly managed, can harm UBS’s reputation, causing clients, investors, or partners to question the firm’s integrity.
 

Gross who writes articles about the style of their interior design like the article. The most insufferable type of people

 

There are some other sponsors bankers at UBS that have very good relationships with KKR.

But with that said I do think this should be investigated to ensure things are being done above board. Would think people that are married and at different firms shouldnt be allowed to be on the same deal.

 

Between things like this and politicians trading, really makes you question the integrity of the markets

 

Keep dreaming, No way! They struggle to even retain women on their teams as juniors

 

UBS is performing 30% worse than before CS integration. That’s the real issue here. 

 

UBS has experienced an unprecedented brain drain in the last couple years

 

Associate 2 in IB - Cov

This is one of the strongest Sponsor-Investment Bank relationships on the street.

That’s Unusual

It May be but it has nothing to do with this

KKR Cap markets have their strong likes and dislikes (and I am on the latter side of the ledger) but those almost entirely correlate to how unholy the underwriting terms are, and UBS does lean in more for KKR deals

It’s embarrassing to lose business to UBS but there is zero untoward here

 

Associate 2 in IB - Cov

17 years in GS banking, HBS graduate, yet you make her sound like just a janitor in the office.

Gtfo


That’s life folks. Which kind of shows how low you are in the pecking order 

She has zero authority whatsoever

Of course neither does her husband. Being head of IB at UBS is like being a kicker for an NFL team

 

This is a massive potential conflict of interest. She oversees capital raising across LatAm and Canada for one of the largest private equity firms in the world. He runs one of the biggest investment banks. These firms don’t operate in separate universes. They overlap constantly across M&A, cap markets, and fundraising. The idea that there’s no risk of confidential information leaking between the two is ridiculous. Even if they don’t explicitly talk shop, compliance policy cant firewall them if they live together or have kid(s) together.
Many scenarios with UBS is advising a company while KKR is bidding. How are clients supposed to trust the process when the head of the bank reports to someone whose spouse is on the buy side? Same issue if UBS is issuing a fairness opinion on a deal involving KKR. The perception alone is enough to destroy credibility.

Then you also have her raising capital while UBS controls massive private wealth and institutional distribution channels. If UBS ends up pushing KKR funds more than others, how is that not viewed as favoritism? Whether it’s happening or not, the relationship taints the objectivity of any decision.
This also puts both firms’ governance and reputations at risk. LPs, regulators, and clients would be well within reason to ask how this is being managed. And if the answer is just “we have policies in place,” that’s not good enough.

 

Managing Director in IB - Gen

This is a massive potential conflict of interest. She oversees capital raising across LatAm and Canada for one of the largest private equity firms in the world. He runs one of the biggest investment banks. These firms don’t operate in separate universes. They overlap constantly across M&A, cap markets, and fundraising. The idea that there’s no risk of confidential information leaking between the two is ridiculous. Even if they don’t explicitly talk shop, compliance policy cant firewall them if they live together or have kid(s) together.
Many scenarios with UBS is advising a company while KKR is bidding. How are clients supposed to trust the process when the head of the bank reports to someone whose spouse is on the buy side? Same issue if UBS is issuing a fairness opinion on a deal involving KKR. The perception alone is enough to destroy credibility.

Then you also have her raising capital while UBS controls massive private wealth and institutional distribution channels. If UBS ends up pushing KKR funds more than others, how is that not viewed as favoritism? Whether it’s happening or not, the relationship taints the objectivity of any decision.
This also puts both firms’ governance and reputations at risk. LPs, regulators, and clients would be well within reason to ask how this is being managed. And if the answer is just “we have policies in place,” that’s not good enough.


Who gives a rats ass about Latam and Canadian distribution. It’s a backwater

Seriously dude, you’re pathetic

 

The business relationship between KKR and UBS is longstanding way before Marco Valla was leading the investment bank… it has nothing to do with this “conflict”

 

She’s just a janitor, and only sometimes is in position to have a conflict of interest 🙄

 

Anyone care to persuade me how Monica Mandelli's decades of career in wealth management can influence KKR's core private equity business? If I was at partner at any of KKR's investing business, whether that be secondaries or real estate, I would not give a single fuck about the global head of wealth solutions. 

 

She’s not structuring deals, or negotiating terms. The real story isn’t her role but actually access. She’s closely linked to the head of UBS IB, the same UBS that’s been begging for sponsor mandates. As UBS continues to gain traction with KKR across sectors, are we seriously supposed to believe it’s just coincidence? We are suppose to really believe tha no information flows, no strategic nudges, no backchannel influence exist?

If this situation happened in government or politics, we’d all be calling it a textbook case of conflicted interests, quietly tolerated because the people involved sit too high to be questioned.

 

Well if that specific MD is somehow bringing in deals from KKR, makes sense, especially considering it’s UBS. 

 

If I was in his shoes, this is how I would use her (according to AI):

1. Warm Pipeline Intel

Have her flag which portfolio companies are nearing exit, refinancing, or recap. UBS positions early with “tailored” ideas and showing up with a pitch before others know a deal’s coming.

2. Cross-Sell to KKR’s Wealth Network

She has relationships with high-net-worth channels from KKR’s Wealth Solutions. Leverage those to distribute UBS’s alternative investment products or private placements.

3. Sponsor Coverage Targeting

She can hint at which KKR MDs or partners are most influential in certain verticals. UBS bankers then build relationships precisely where it counts with no wasted outreach.

4. Influence Mandate Allocations

Without overt involvement, She can “recommend” UBS for co-leads or bookrunner spots in internal KKR discussions. Just enough influence to shift the needle, without violating compliance lines. She can always say it’s the most “strategically aligned.” And if anyone asks, it’s just a great “institutional relationship.”

5. RIA Feedback Loop

Use her access to feedback from KKR’s RIA network to shape UBS’s wealth and asset management offerings by copying what’s working, avoiding what isn’t.

6. Private Credit Intelligence
She has visibility into LP appetite and where KKR’s credit platforms are placing capital. That intel can guide UBS’s leveraged finance desks and help craft pitches that align with where capital is flowing.

7. Joint Thought Leadership

Arrange public panels, white papers, or conferences where UBS and KKR appear as partners. You get credibility by association and it positions UBS as “inside the tent” with tier-1 sponsors.

8. KKR PortCo Relationship Hacking

Her connections to KKR portfolio company CFOs and CEOs can open doors for UBS to pitch capital markets or advisory services especially when PE teams aren’t yet involved.

9. Early LP Signals

As KKR raises new funds, She can quietly signal which LPs are increasing allocation. UBS can approach those same institutions with complementary offerings.

10. Long-Term Retainer Work

Try to plant UBS into KKR’s recurring strategic advisory framework: valuations, fairness opinions, debt monitoring. Even small mandates create stickiness that builds over time.

 

Why is this even a thread. Just google the two people and you'll see there is an ELLE magazine interviewing their apartment makeover. 
There is nothing to hide and it is publicly disclosed. 
Sounds like original poster has his or her own agenda to tar two people's names. If I had to guess given the poster saying rival bank... probably a UBS IB MD trying to unseat Marco. Unsurprising given how much turnover UBS has had. L

Array
 

No way he’s systematically neutered all competition or potential threats at the bank and replaced them with loyalists

 

I’d imagine they probably just box him out of all deals involving a KKR company and all processes which involve a KKR bid

 

They discovered King Tut 3000 years after he was buried. What’s your point?

 

Yeah god forbid two ambitious people having a relationship!!! This has never happened before in the history of mankind and totally makes zero sense that they would have common interests or an understanding of each other!!!

Even if there could be a conflict of interest, obviously it’s disclosed and appropriate measures have been taken

Grow up and leave them alone

 

Barclays-UBS drones out in full force.

obviously it’s disclosed and appropriate measures have been taken”

How do we know? How do we prevent the whole Monica would be happy if we did this or Marco would be happy if we did this, even if they aren’t directly acting upon it and coworkers are fulfilling  the vision

 

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