| Relationships | Role | Relationship Start | Relationship End |
| Ubs Americas Inc. | Parent | 6/30/2007 | 7/19/2016 |
| Ubs Americas Inc. | Parent | 4/16/2002 | 6/29/2007 |
| Pw Partners 1999 L.P. | Subsidary | 10/3/2002 | 12/1/2015 |
| Pw Partners 1998 L.P. | Subsidary | 11/3/2002 | 12/1/2015 |
| P.W. Exe L.P. | Subsidary | 4/16/2002 | 12/1/2015 |
| Pw.Com Partners L.P. | Subsidary | 11/3/2002 | 12/1/2015 |
| Pwex.Com Partners L.P. | Subsidary | 4/16/2002 | 12/1/2015 |
| Pw Partners 2000 L.P. | Subsidary | 12/30/2002 | 12/1/2015 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Pw Partners 1998 Inc. | Seller | Discontinued | 4/16/2002 | ||
| P.W. Exe Inc. | Seller | Discontinued | 4/16/2002 |