Team of businesspeople discussing project in office conference room

Institutional Consulting. Fiduciary insight.

Solutions, advice and support for helping
you achieve your organization’s vision

In an ever-changing and challenging landscape, UBS Institutional Consulting offers customized solutions centered on your organization’s evolving needs and requirements. Our experienced teams of Institutional Consultants deliver a disciplined process backed by UBS, a global leader in wealth management. From insightful investment policy and fiduciary support to strategic analysis and measurement, we put our vast resources, expertise, ongoing consulting and thought leadership to work in helping you realize your long-term vision.

Get in touch

Together, we can help you pursue what’s important


How we work with you

Understanding the unique issues your organization is facing, our Institutional Consulting teams strive to support you in your fiduciary role, while defining and documenting our fiduciary role. No matter what type of organization you represent, expect a comprehensive approach that includes the following services.

  • Assess current situation
  • Risk/reward profile
  • Assistance with investment policy development and review
  • Asset allocation analysis
  • Overall portfolio design
  • Active vs. passive management
  • Investment manager strategy and advice
    • Search
    • Identification
    • Recommendation
  • Cost analysis
  • In-depth portfolio and manager review and analysis
  • Strategic and tactical rebalancing
  • Committee education

Our clients

We serve more than 7,7002 clients across a broad range of organizations.

  • Corporations
  • Public and private retirement plans
  • State and local governments
  • Hospitals and health care systems
  • Colleges and universities
  • Insurance companies
  • Faith-based organizations
  • Native American tribes
  • Foundations and endowments
  • Taft-Hartley plans
  • Associations and other nonprofit organizations
Women with tablet and notebook

Our people

Two women having conversation in office space

Whether your organization answers to a board of directors, corporate shareholders, employees, taxpayers or trustees, expect to work with knowledgeable Institutional Consultants recognized for their significant experience.

Always responsive, proactive and results-driven, each member of our team is focused on delivering exceptional service and innovative solutions that best suit your organization’s unique needs.

headshot of Nicole Jenkins

Nicole Jenkins, Head of Ultra High Net Worth and Institutional Advisory

We bring a different level of advice to address the unique needs of our institutional clients, including investments, thought leadership and board education.

Why choose UBS Institutional Consulting

We are a trusted resource with a 160-year heritage of UBS.

Exterior of UBS building

40+ years

delivering customized investment solutions

Group of professionals meeting in office

25 years

average industry length of service of our consultants1

Three professionals having conversation

$210+ billion2

combined assets under advisement


Explore more

UBS offers a broad range of solutions and services to support our institutional and individual clients’ wealth goals.

Insights

Thoughtful perspectives on the issues that matter to you

UBS Workplace Voice

Three young professsionals walking in the office

UBS Workplace Voice

Our publication series keeps you up-to-date on key trends in the workplace.

Gain insights into employee and employer attitudes and behaviors about workplace benefits, such as equity awards, financial wellness and retirement.

Financial wellness

Image of Workplace Voice report named “A benefit whose time has come,” with an image of a man holding barbell.

UBS Workplace Voice (issue 1) – A benefit whose time has come

This study focuses on financial wellness programs, and reveals that employees increasingly value them and the companies offering them.

Retirement plan services

Man climbing stairs
For plan sponsors

ERISA-Extra

Quarterly newsletter: Need-to-know information about legislative changes, technical updates and industry practices for plan fiduciaries.

wind farm on a winding mountain pass
For plan sponsors

Insights for Fiduciaries

Whitepapers: Thoughtful in-depth analysis of fee disclosure, plan expenses, fiduciary risk and more.
 

Smiling girl holding her glasses
For plan participants

Wise Choices

Quarterly participant newsletter: Helpful education for informed retirement decisions.

Equity plan services

Image of report called Critical Advice

Critical advice

Employees seek more guidance on equity awards during crises

Image of Participant Voice report showing keys and called Unlocking value

Unlocking value

Employee attitudes and behaviors toward equity plans

Presented by UBS Workplace Wealth Services / Issue 4

Institutional consulting

Image of a white paper called Insights for fiduciaries

Insights for fiduciaries

Whitepapers: Thoughtful in-depth analysis of fee disclosure, plan expenses, fiduciary risk and more.

Image of a white paper called Insights for fiduciaries

Insights for fiduciaries

Trends and developments in the nonprofit sector

Investment research

Get in touch

Together, we can help you pursue your goals