UBS Institutional Consulting

About UBS Institutional Consulting
UBS Institutional Consulting is a business division of UBS Financial Services, Inc., which is one of the top financial services companies of the world. The headquarters of UBS are located in Basel and Zurich, Switzerland. UBS also has a significant presence in the United States of America and it has a number of offices located in different parts of the country.
The institutional investment consulting services are carried out through UBS Institutional Consulting, which is located in Union City, New Jersey. Previously, it was known as PRIME Asset Consulting. UBS Institutional Consulting has been offering sophisticated and all-inclusive investment advisory services to the corporate or institutional clients from 1984.

UBS Institutional Consulting carries out its operations with the help of a group comprising around 95 institutional investment consultants from all over the United States, who have been selected from about 8,000 financial consultants.

Clients of UBS Institutional Consulting

The clients of UBS Institutional Consulting include the following:

  • Defined contribution and defined benefit pension plans
  • Private and publicly operated corporations
  • Taft-Hartley Plans
  • Municipal, county, and state public retirement arrangements
  • College and university endowments
  • Private foundations
  • Insurance companies
  • Educational institutions
  • Health care providers and hospitals

Services of UBS Institutional Consulting

The services offered by UBS Institutional Consulting can be categorized into the following types:

  • Asset distribution assessment and plan
  • Help regarding the formulation and revaluation of the investment policy statement
  • Finding out and offering advices regarding mutual fund and investment manager
  • Supervision of functioning and risk

In addition, the following services are provided by UBS Institutional Consulting for pension plans:

  • Recognition of third-party record keepers
  • Assessment of offers and qualities of unbundled and bundled service providers
  • Employee communication plan
  • Analysis of investment options provided by the plan
  • Participant education programs

Contact Details:

UBS Financial Services Inc.
Client Relations
P.O. Box 766
Union City, NJ 07087
Tel: 800–354–9103

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