$3.9 trillion
In invested assets globally
As of 12/31/2022
For over 25 years, UBS Institutional Consulting Team in Menlo Park has been providing trusted advice to the investment committees and governing bodies of diverse not-for-profit organizations, retirement plans and individual investors. Our team understands the unique issues they face and we take a comprehensive approach to helping clients—hospitals and healthcare entities, faith-based organizations, foundations and endowments, as well as retirement plans—efficiently meet their fiduciary responsibilities and investment goals. They value our planning process, experience, investment approach and commitment to their long-term financial success.
Accessing the deep global resources of UBS, one of the world’s preeminent wealth management firms, our team is also well-positioned to provide the insight and solutions our clients require to address their needs and pursue their organization’s goals. Our philosophy is straightforward: to deliver customized, proactive consulting advice on a continuous basis—with outstanding dedication to client service. This enables our clients to make more informed decisions about assets under their stewardship.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
$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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.