In an ever-changing and challenging landscape, UBS Institutional Consulting offers customized solutions centered on your organization’s evolving needs and requirements. Our experienced teams of Institutional Consultants deliver a disciplined process backed by UBS, a global leader in wealth management. From insightful investment policy and fiduciary support to strategic analysis and measurement, we put our vast resources, expertise, ongoing consulting and thought leadership to work in helping you realize your long-term vision.
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Together, we can help you pursue what’s important
How we work with you
Understanding the unique issues your organization is facing, our Institutional Consulting teams strive to support you in your fiduciary role, while defining and documenting our fiduciary role. No matter what type of organization you represent, expect a comprehensive approach that includes the following services.
- Assess current situation
- Risk/reward profile
- Assistance with investment policy development and review
- Asset allocation analysis
- Overall portfolio design
- Active vs. passive management
- Investment manager strategy and advice
- Search
- Identification
- Recommendation
- Cost analysis
- In-depth portfolio and manager review and analysis
- Strategic and tactical rebalancing
- Committee education
Our clients
We serve more than 7,7002 clients across a broad range of organizations.
- Corporations
- Public and private retirement plans
- State and local governments
- Hospitals and health care systems
- Colleges and universities
- Insurance companies
- Faith-based organizations
- Native American tribes
- Foundations and endowments
- Taft-Hartley plans
- Associations and other nonprofit organizations
Our people
Whether your organization answers to a board of directors, corporate shareholders, employees, taxpayers or trustees, expect to work with knowledgeable Institutional Consultants recognized for their significant experience.
Always responsive, proactive and results-driven, each member of our team is focused on delivering exceptional service and innovative solutions that best suit your organization’s unique needs.
Richard Panchery, Head of UBS Institutional Consulting
Our approach goes beyond traditional consulting, offering institutional clients a unique blend of tailored investment guidance, timely thought leadership, and board education that resonates beyond the numbers.
Why choose UBS Institutional Consulting
We are a trusted resource with a 160-year heritage of UBS.
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UBS offers a broad range of solutions and services to support our institutional and individual clients’ wealth goals.
Insights
Thoughtful perspectives on the issues that matter to you
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Together, we can help you pursue your goals
Disclosures
* UBS Institutional Consultant(s) is defined as a Financial Advisor designated by UBS Financial Services Inc. as an Institutional Consultant or Senior Institutional Consultant.
1 As of July 1, 2025. Source: UBS.
2 As of December 31, 2024, Institutional and Retirement Plan Consulting programs. Source: UBS.
UBS Institutional Consulting program is an investment advisory program. Details regarding the program including fees, services, features and suitability are provided in the Form ADV Disclosure, which can be accessed at ubs.com/accountdisclosures.
This is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. It has not been prepared with regard to the specific objectives, financial situation or particular needs of any specific person. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein. Any opinions expressed are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or groups of UBS.
Important information about brokerage and advisory services.
As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. 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 you understand the ways in which we conduct business and that you carefully read the agreements and disclosures that we provide about the products or services we offer. For more information, please review client relationship summary provided at ubs.com/relationshipsummary.
2025-2061500 Approval code: 4929969 Expiration date :11/05/2026