UBS Continues as Custodian with New Wealth Manager
JEFFERSON WATER-SEWER DISTUtility District · Jefferson, TX- Document date
- May 21, 2026
The 30-second brief
The Board received an update on its UBS investment account, noting that UBS continues as custodian with a new wealth manager, Grant Juth, assigned to the District. The Investment Committee is monitoring the transition while evaluating the District’s overall portfolio management.
UBS holds this financial services contract with JEFFERSON WATER-SEWER DIST. Its other public contracts on record include work for City of Titusville and Stamford Police Pension Fund.
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Contract details
- Contract type
- Financial Services
- Document date
- May 21, 2026
- Vendor
- UBS
- Source document
- Jefferson Water & Sewer District Board Meeting Minutes 2026-05-21 (Minutes)
UBS's other public contracts
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Questions about this contract
Who was awarded the financial services contract by JEFFERSON WATER-SEWER DIST?
UBS was awarded this financial services contract by JEFFERSON WATER-SEWER DIST, as recorded on May 21, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a minutes record.
Where was this contract approved?
This contract appears in Jefferson Water & Sewer District Board Meeting Minutes 2026-05-21 (Minutes), dated May 21, 2026 from JEFFERSON WATER-SEWER DIST. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does UBS hold?
UBS may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
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What is JEFFERSON WATER-SEWER DIST currently buying?
Explore JEFFERSON WATER-SEWER DIST's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.
