The UBS Institutional Consulting Group offers a full range of institutional consulting services within UBS, including Asset Allocation Modeling, Investment Policy Planning Assistance, Performance Measurement, and Identification of Manager and Investment Strategies.
We offer hands-on guidance from an experienced, dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader on your behalf. We provide a sophisticated, custom advisory service platform, disciplined manager search and advanced technological support, delivered by someone who knows you.
With each of our clients, we hold ourselves to high standards of service. At the outset of our relationship, we will formally define and document our consulting role including the extent of our fiduciary responsibility with respect to our contracted services. Our services are designed to help support you in your fiduciary role.
The Wile Consulting Group has been recognized as industry an leader.
- Wile Consulting Group, Top 100 Retirement Plan Advisers, 2012, 2013, 2014, 2015, 2016, 2017
- Harris M. Gignilliat, Forbes Best-In-State Wealth Advisors, 2019
- Harris M. Gignilliat, NAPA Top Retirement Plan Advisors Under 40, 2017
- Harris M. Gignilliat, Financial Times Top 401 Retirement Plan Advisors, 2016, 2017, 2018
- Harris M. Gignilliat, Barron's Top Institutional Consultant, 2015, 2016, 2017, 2018
- Harris M. Gignilliat, Barron's Top 1,200 Financial Advisors, 2015
- Laura Wellon, Forbes America's Top Women Advisors, 2018, 2019
- Laura Wellon, Forbes Best-In-State Wealth Advisors, 2018, 2019
- Laura Wellon, Forbes Top 200 Women Advisors, 2017
- Laura Wellon, Working Mother Magazine Top Wealth Adviser Moms, 2017, 2018
- Laura Wellon, Barron's Top 100 Women Financial Advisors, 2015