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

For institutional clients

Our process begins the moment you engage us. Right from the start, we focus on learning everything we can about you and your organization. Our approach is high-touch and responsive because that's the only way to provide you with customized solutions.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager