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Interested in defined contribution consulting?

Insightful advice Delivered through ongoing collaboration

The UBS Institutional Consulting Group provides objective, insightful advice to help institutions of all types and sizes manage their assets. Our dedicated Consultants specialize in serving mission-based organizations, government agencies and corporations. The personal relationships we build with clients are long-term and collaborative. And our disciplined consulting process is backed by the capital strength and resources of one of the world's leading wealth management firms.

The proof is in our numbers

30+ years

experience delivering customized investment solutions1

26+ years

average experience of our Consultants1

$77 billion +

combined assets under advisement1

The resources of a global leader

150+ years

wealth management experience1

50+ countries

with UBS offices1

$1 trillion +

invested assets (Wealth Management Americas)1

Hands-on and focused

Process

Faith-based to corporate

Clients

Investing with confidence

Outsourcing

Thoughtful and relevant

Insights