$6.9 trn
UBS Group invested assets
As of 10/29/2025
Whether you oversee a 401(k) plan that needs to fund successful retirements, an endowment that must meet obligations for decades to come or your own family’s legacy, you need a serious approach to the task at hand. We connect money with its purpose, designing customized strategies for complex financial needs.
Since 1984, we have worked with companies, institutions, and ultra high net worth families to understand and address their complex goals. They know us to be knowledgeable, proactive and professional. We have more than $60 billion of assets under advisement and serve as financial advisors to more than 100 organizations and retirement plans nationwide. We help investment committees, trustees and multigenerational families fulfill their responsibilities with confidence.
As a plan sponsor, you seek to fulfill your fiduciary obligations and deliver a comprehensive and cost-effective retirement plan to your employees. We are experienced retirement plan consultants who can help you streamline plan administration, attract and retain talent, and prepare your employees for a comfortable retirement.
Our approach focuses on helping you in three key areas:
Our retirement plan consulting services include:
We draw on key resources from UBS such as:
Your family has achieved success and security, but you want to maximize the positive impact of your legacy for this and future generations. We design custom strategies that address all aspects of our ultra high net worth clients’ financial lives, translating their vision into a plan.
The families we serve quickly become much more than clients. We enjoy forging close relationships with them by learning about their hopes and concerns. Our approach includes working collaboratively with their tax and legal professionals so that nothing is overlooked. The client experience is critical to us, so we offer high-touch service and open communication.
Our wealth management services are driven by a financial plan strategy and include:
$6.9 trn
UBS Group invested assets
As of 10/29/2025
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
51 countries
Our global footprint
Blended Finance deep dive
Blended finance mobilizes private capital toward high-impact social and environmental projects that may be overlooked by the mainstream market. This approach allows diverse organizations to invest together to meet goals – whether financial returns, social and environmental impact, or both. Discover the four trends in blended finance that are driving impact.
This paper describes ERISA fiduciary status and the consequences of being an ERISA fiduciary, the fiduciary roles in plan governance, and other considerations related to fiduciary governance of ERISA plans. It also describes limitations on insurance and indemnification for plan fiduciaries, and the potential benefits of conducting a “fiduciary audit.”
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
