Market Chatter: Carlyle, CVC Agree to Pay Share of Performance Fees to UBS for Product Selling

MT Newswires Live03-06

Carlyle Group (CG) and CVC have agreed to pay UBS Group (UBS) a share of their performance fees for the Swiss bank to sell their products to individuals, the Financial Times reported Friday, citing three unnamed people familiar with the matter.

Carlyle has agreed to share carried interest from its evergreen secondaries fund, the people told the FT, while CVC has also agreed to share performance fees in an evergreen fund, two of the people said.

At least two other managers of private capital funds rejected UBS's fee-sharing request, the news outlet said, citing other people familiar with the situation.

The FT said that there is no suggestion that the bank's deals with Carlyle and CVC increased fees for the end investors.

Four unnamed sources in the industry told the FT that distributors like UBS have generally been charging a placement fee for the services it provides to its clients.

"The selection of GPs is based on our robust investment and due diligence process," a UBS spokesperson told MT Newswires in an email, adding that "fee arrangements are in line with market practices and are disclosed to clients."

Carlyle and CVC did not immediately respond to MT Newswires' requests for comment.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU3187612489.SGD","symbol_name":"TEMPLETON EUROPEAN INSIGHTS \"A\" (SGDHDG) ACC","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2617686459","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2617686459","pubTimestamp":1772789772,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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