UBS Equity Plan Advisory Services
Know what's next

In the face of equity plan complexity, we advise companies through best practices we've experienced in working with global organizations for more than 25 years. Whether partial or full administration, when launching and supporting equity plans, we focus on innovative problem solving, custom solutions, industry-leading reporting technology and more. And our enhanced education programs and access to advice for all participants in the U.S. and many countries around the globe show participants how equity awards can turn into smart investments for the future. Know what’s next.

Top honors for UBS Equity Plan Advisory Services


Clients award us top honors across the board in Group Five survey*

  • #1 partial plan administration for two years in a row
  • #2 full plan administration for two years in a row
  • #1 account support
  • #1 wealth management services, such as financial planning and advice
  • #1 U.S. executive services
  • #1 educational content for participant website
  • #1 functionality for U.S. participant website
  • #1 overall satisfaction with international plan participants


Additional accolades

  • Euromoney Best Global Wealth Manager**
  • 18 Financial Advisors made Barron's 2013 Top Financial Advisors list***
  • Best-capitalized bank among our peers****

*Group Five Stock Plan Administration Satisfaction Study, 2012 and 2013 partial administration and full administration.
** Euromoney 2013 Awards for Excellence. (Applies to UBS AG.)
*** Barron's "Top 100 Financial Advisors," April 13, 2013
****Fully applied; Basel common equity tier 1 (CET1) ratio equals Swiss SRB Basel III CET1 ratio for systematically relevant banks. UBS and CS - BIS Basel III framework came into effect on 1.1.13; for other banks, ratios represent pro-forma Basel III estimates as disclosed by the companies. (Applies to UBS AG.)