UBS Equity Plan Advisory Services Know what's next™

In the face of equity plan complexity, we advise companies through best practices we've experienced in working with global organizations for more than 25 years. Whether partial or full administration, when launching and supporting equity plans, we focus on innovative problem solving, custom solutions, industry-leading reporting technology and more. And our enhanced education programs and access to advice for all participants in the U.S. and many countries around the globe show participants how equity awards can turn into smart investments for the future. Know what’s next.

Top honors for UBS Equity Plan Advisory Services

Clients award us top honors across the board in Group Five survey*

  • #1 partial plan administration for two years in a row
  • #2 full plan administration for two years in a row
  • #1 account support
  • #1 wealth management services, such as financial planning and advice
  • #1 U.S. executive services
  • #1 educational content for participant website
  • #1 functionality for U.S. participant website
  • #1 overall satisfaction with international plan participants

Additional accolades

  • Euromoney Best Global Wealth Manager**
  • 18 Financial Advisors made Barron's 2013 Top Financial Advisors list***
  • Best-capitalized bank among our peers****