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