Our mission is advancing yours

Confidence to pursue your mission

Put our investment experience and acumen to work for your organization’s long-term vision
Pursue your organization’s mission supported by a disciplined consulting process backed by the resources and heritage of one of the world’s leading wealth managers. The UBS Institutional Consulting Group offers customized solutions centered on your organization’s unique needs.

You can benefit from discretionary and non-discretionary investment advisory services, insightful research and personalized service. Based on a deep understanding of what you want to accomplish, our highly credentialed consultants can provide the advice you need to prudently manage your assets and pursue your organization’s long-term investment goals.

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We can help you pursue your vision

Why work with us

What you can expect

Who we serve

Our rigorous 5 step process

Backed by the strength of UBS

A global leader in wealth management

#1

Philanthropic Advice

Euromoney Private Banking and Wealth Management Survey, 2011-2022

51 countries

Our global footprint

More than 150 years

offering financial advice