$2.8 trillion
In invested assets globally
As of 06/30/2022
Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.
$2.8 trillion
In invested assets globally
As of 06/30/2022
Global leader
UBS is a world-leading wealth manager
#1
Global Equity Research
Institutional Investor, 2021 Global Rankings
The experience you need to guide your organization’s investment decisions
The world of investing is continually changing. And whether you’re charged with successfully managing
a corporate pension fund, 401(k), endowment or foundation, the challenges you face are particular to
your organization.
The UBS Institutional Consulting Group offers hands-on guidance from an experienced, dedicated
consulting team that leverages the resources and thought leadership of UBS. We provide an
advisory service offering that is tailored to your needs, including investment manager searches and
technological support—all delivered by someone who knows you and understands the issues you face.
Through our discretionary and non-discretionary consulting offerings, we provide a full range of services
designed around your investment management needs. As your fiduciary partner, we have the experience
and bring a structured approach to helping you find the best path to pursue your objectives.