Experience makes all the difference

UBS and PWC: Automated Investment Recording

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Maintaining independence should be easy

As a busy PwC employee, you need an experienced, efficient ally when making important decisions about your overall financial circumstances, including your PwC wealth accumulation and preservation 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.

Contact us

PwC / UBS Concierge Service Desk

Why UBS

PwC employees turn to us for guidance because we are:

Highly knowledgeable about PWC benefits and AIR 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

While strictly following all independence policy guidelines, 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 strategies

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 refferal network

Employee discounts

As a PwC employee, you receive the following discounts:

  • No cost basic retirement plan plan125% minimum discount on equity equity-based services
  • .50% - 1.25% advisory fee schedule based upon the nature of the engagement engagement2
  • No annual fee for the Resource Management Account (RMA), our premier brokerage account
Employees discussing
Two businessmen sitting on a bench talking

UBS can help

Select UBS Financial Advisors within the Automated Investment Recording (AIR) 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.

PwC / UBS Concierge Service Desk

UBS Financial Services Inc.

1285 Avenue of the Americas
15th -18th floors
New York, NY 10019

Important Disclosures

1 Comprehensive, in-depth and personalized financial plans for PwC participants and retired partners are offered at a fee.

2 Fees charged may be based upon assets under management at UBS. The funds offered in the PACE Multi Advisor, PACE Select Advisor and Strategic Advisor programs are purchased at NAV and may have redemption fees. In addition, each portfolio, like all mutual funds, has its own operating expenses and management fees which may vary depending upon the fund. These are in addition to the PACE and Strategic Advisor advisory fees.

Resource Management Account ® (RMA) is a brokerage account that provides access to services and products offered by licensed banks, including checks and bank deposits. Securities and mutual funds and other non-deposit investment products available through the RMA are not FDIC-insured, not bank guaranteed, and may lose value.

The My Total Picture service enables UBS to retrieve information about your non-UBS accounts (“Outside Accounts”) at your direction from the other financial institutions’ websites. The service is provided for your convenience and information only. Unless we agree in writing otherwise, UBS does not provide advice or recommendations with respect to your Outside Accounts and is not responsible for activity or transactions you conduct in your Outside Accounts. UBS does not verify the holdings, valuations or other information we receive about your Outside Accounts. UBS Financial Services Inc.’s SIPC coverage and supplemental SIPC insurance only apply to eligible assets held by UBS Financial Services Inc.

In providing financial planning services, we may act as a broker-dealer or investment adviser, depending on whether we charge a fee for the service. Financial plans provided free of charge are a service incidental to our brokerage relationship, and the service terminates upon delivery of the plan. We provide financial planning services as an investment adviser for a separate fee pursuant to a written agreement, which details the terms, conditions, fee and scope of the engagement. Note that financial planning does not alter or modify in any way the nature of a client’s UBS accounts, their rights and our obligations relating to these accounts or the terms and conditions of any UBS account agreement in effect during or after the financial planning service. Clients are not required to establish accounts, purchase products or otherwise transact business with us to implement their financial plan. Should a client decide to implement their financial plan with us, we will act as either a broker-dealer or an investment adviser, depending on the service selected. For more information about our financial planning services for a fee, please see the firm’s Financial Planning Disclosure Brochure.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, please review the PDF document at ubs.com/workingwithus.

UBS Financial Services Inc. is not affiliated with PwC.

Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances.

© UBS 2020. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.