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FINANCIAL_SERVICESAPPROVED

city_council_regular_meeting_agenda_january_2026.pdf

UBS Financial Services Named Authorized Broker for 2026

City of White Bear LakeUBS FINANCIAL SERVICESJanuary 13, 2026

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

UBS Financial Services was approved as an authorized investment broker for the City's funds for 2026, enabling management and purchase of investment products.

Contract Details

Vendor

UBS FINANCIAL SERVICES

Agency

City of White Bear Lake, MN

Contract Type

FINANCIAL_SERVICES

Document Date

January 13, 2026

Contract Term

Fiscal Year 2026

Renewal Date

2027-01-12

Renewal Info

Renewed annually by council resolution.

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