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.

  • 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