UBS Workplace Wealth Solutions

Create a truly rewarding workplace

Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. And that motivates your employees to give their best.

We work closely with you to create a truly rewarding workplace across a range of solutions. And as part of one of the world’s leading wealth managers, you can feel confident about the resources and guidance that you and your employees receive.

Let’s talk

We’re ready to help

Why work with us


Almost 140 years of experience advising Fortune 500 companies and small businesses, as well as nonprofits, endowments and foundations.


Broad choice with customization across:

  • Financial wellness
  • Retirement plans
  • Equity plans
  • Institutional consulting

Personalized service

Personal attention supported by technology from people committed to getting it right for you and your employees.

Awards and recognitions

Equity plan administration

#1 rating in 43 categories, among them:

  • Relationship management
  • Corporate technology
  • Participant financial wellness
  • Executive services—for the fifth consecutive year
  • 100% Client satisfaction: received top score for partial administration brokerage services, highest score ever recorded in this category by Group Five1.

Financial wellness

Excellence in financial wellness content

  • APEX Award of Excellence for Electronic Media – Multimedia2
  • Gramercy Financial Content Marketing Award for interactive content3
  • Folio: Eddie and Ozzie Awards for Immersive/Interactive Storytelling and Visual/Digital Storytelling 11
  • IMEA STAR Award for Digital Education for Investors 12
  • Pearl Awards for Best New Program Launch and Most Innovative Content Solution 13

Financial Advisors

Recognition for our equity plan Financial Advisors as industry leaders:

  • Barron's Top 100 Wealth Advisors4
  • Financial Times 400 Top Financial Advisors5
  • Barron’s Top 100 Women Advisors of 20206
  • Forbes/Shook Top Next Gen Wealth Advisor7

Retirement plans

Recognition as industry leaders:

  • 2020 Barron's Top 50 Institutional Consultants8
  • 2020 Financial Times 401 Top Retirement Advisors9
  • 2020 Top 100 Retirement Plan Advisors by PLANADVISER10

Thought leadership

Workplace insights

Gain fresh perspectives on trends affecting employee experience and issues that matter to you.

UBS House View

Insights from our Chief Investment Office—timely perspectives from our CIO.

UBS Investor Watch

An examination of critical issues today’s investors face, and fresh insight into what matters most to them.

About UBS AG

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry: for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Let’s talk

See how our programs can help you create a truly rewarding workplace where your employees and your company can flourish.