The UBS Institutional Consulting Group has delivered specialized, comprehensive investment consulting services to institutional clients since 1984. It combines the advantages of a "boutique" structure with the resources and depth of UBS Financial Services a major global wealth management firm.
The UBS Institutional Consulting Group consists of a select group of approximately 125 Institutional Consultants nationwide who are chosen from the firm's approximately 7,000 Financial Advisors. Our Institutional Consultants must generally satisfy academic and professional requirements before they can provide UBS Institutional Consulting services.
Our Commitment
Our commitment is to combine our experience, knowledge and energy with the global resources of UBS to provide proactive advice and customized solutions to help our clients pursue their long-term objectives.
UBS Institutional Consulting Group clients include:
- Public and privately held corporations
- Defined benefit and defined contribution pension plans
- State, county and municipal public retirement systems
- Taft-Hartley Plans
- Private foundations
- University and college endowments
- Educational institutions
- Insurance companies
- Hospitals and health-care providers
Institutional consulting services include:
- Assistance with development and review of investment policy statement
- Asset allocation studies and analysis
- Investment manager and mutual fund search and recommendation
- Portfolio evaluation and review
For pension plans, we also provide:
- Evaluation of proposals and merits of bundled and unbundled service providers
- Identification of third-party record keepers
- Evaluation of investment alternatives offered by the plan
- Employee communication plan
- Participant education programs
UBS Institutional Consulting Services are advisory services and clients should read the ADV Disclosure Document applicable to UBS Institutional Consulting carefully before entering into a Consulting Services Agreement for UBS Institutional Consulting services.