Institutional Consulting

Private Wealth Management

Esposito IC Graphic

We deliver objective, insightful advice to help a range of institutions—foundations and endowments, not-for-profits and mission-based organizations. Our disciplined consulting process is backed by the capital strength and resources of UBS Institutional Consulting, with approximately $150 billion in combined assets under advisement (as of January 1, 2021).

Who we serve

Who we serve

Our strengths

Our strengths

Our services

Our services

Our process

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager