UBS Equity Plan Advisory Services Enhancing the value of your equity plan

It’s our mission to make sure equity plans are more valued, by both plan sponsors and participants. For our plan sponsors, we strive to make plans more efficient and easier to manage. At the same time, participants in the U.S. and in many countries around the world have access to advice rooted in our experience as a leading wealth management firm. This advice helps every level of participant—from broad-based employees to executives—understand the true potential of their awards. It’s why we’ve been top rated for best value, four years in a row.1

  • Extensive reporting capabilities
  • Access to advice to all participants in the U.S. and in many countries
  • Full administration, partial administration, or custom solutions
  • Our flagship publication, UBS Participant Voice, monitors what’s important to employees
  • More than 170 clients and one million participants around the globe

Top honors for UBS Equity Plan Advisory Services

  • #1 dashboard and analytic tools (full administration) 2
  • #1 ability to offer proceeds in multiple currencies2
  • #1 overall satisfaction (partial administration) 2
  • #1 overall account support (partial administration)2
  • #1 wealth management services (partial administration)2
  • Top-rated for best value four years in a row (full administration)1
  • Top-rated ease of Reporting (full administration)2
  • Top-rated overall service to international participants, three years in a row3
  • Top-rated U.S. executive services, two years in a row (partial administration)4