Employee education and advice

UBS: Grant Thornton Broker Simplification Program

As a busy Grant Thornton employee, you need an experienced, efficient ally when making important decisions about your overall financial circumstances, including your Grant Thornton wealth accumulation and protection plans. We understand that with the complexities of your benefit package and the uncertainties of the global economy, you may be facing retirement planning with ever greater challenges.


Why UBS

Grant Thornton employees turn to us for guidance because we are:

Highly knowledgeable about Grant Thornton benefits and EAP rules

Conveniently headquartered in NYC, with local branches in major metro areas.

Dedicated to providing the highest client service standards.

Supported by UBS’s multiple, independent sources of research.


Our offering

We will work closely with you to educate and advise, helping to provide wealth management solutions, including:

Wealth Planning and Investment Management:

  • Financial planning
  • Investing
  • Retirement planning
  • Family needs
  • College savings
  • Executive compensation
  • Insurance planning
  • Estate planning

Banking and lending services

Offered by UBS Bank USA:

  • Securities-backed lending and tailored lending solutions
  • Residential Mortgages
  • Commercial Real Estate financing
  • Deposit products (Automated Sweep, CDs and Savings)
  • Credit cards and debit cards

Offered by UBS Financial Services Inc.:

  • Client accounts and cash management
  • Additional specialty financing options available through third-party referral network

Employee discounts

As a Grant Thornton employee, you receive the following discounts:

  • No cost basic retirement plan1
  • 25% minimum discount on equity-based services
  • 50%-1.25% advisory fee schedule based upon the nature of the engagement2
  • No annual fee for the Resource Management Account (RMA), our premier brokerage account

UBS can help

Select UBS Financial Advisors within the Broker Simplification Program (BSP) have the insight and experience to provide the personalized wealth management and multigenerational planning you and your family need today to help grow and preserve your wealth.