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City of Clayton Awards Investment Management And Advisory Services Contract to Ubs Financial (February 2025)

City of Clayton logoCity of Clayton
Approved
Feb 10, 2025

The 30-second brief

What it covers

City Council approved the Investment Management and Advisory Services Vendor Agreement with UBS Financial Services after presentation and public comment.

Who holds it

Ubs Financial holds this investment management and advisory services contract with City of Clayton. Its other public contracts on record include work for Florence Independent School District and Judson Independent School District.

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Contract details

Contract type
Investment Management And Advisory Services
Document date
February 10, 2025
Term
NA
Vendor
Ubs Financial
Agency
City of Clayton
Source document
city-of-clayton-budget-and-audit-committee-regular-meeting-agenda_541.pdf (Agenda)

Ubs Financial's other public contracts

Florence Independent School District, TexasFlorence ISD Approves UBS Financial Broker List · Oct 19, 2026UndisclosedJudson Independent School District, TexasJudson ISD Approves UBS Financial as Broker · Oct 13, 2026UndisclosedBelton Independent School District, TexasDistrict Approves UBS Financial Broker Status · Sep 21, 2026UndisclosedJeff Davis County, TexasUBS Financial Appears in County Budget · Sep 8, 2026UndisclosedDenton Independent School District, TexasUBS Financial Approved As Investment Broker · Aug 25, 2026UndisclosedAll Ubs Financial contractsVendor profile

More City of Clayton contracts

Csg Consultants IncClayton Approves CSG Development Review Agreement · Oct 20, 2026Ubs Financial Services IncClayton Report Documents Ongoing UBS Investment Services · Oct 19, 2026California Asset Management ProgramClayton Continues Participation in California Investment Pool · Oct 19, 2026UndisclosedBank of America N.AClayton Report Identifies Bank of America Operating Account · Oct 19, 2026UndisclosedCalifornia State TreasurerClayton Documents Ongoing California State Treasurer Investment · Oct 19, 2026UndisclosedAll City of Clayton activityAgency profile

Questions about this contract

Who was awarded the investment management and advisory services contract by City of Clayton?

Ubs Financial was awarded this investment management and advisory services contract by City of Clayton, as recorded on February 10, 2025.

What type of contract is this?

This is a Investment Management And Advisory Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in city-of-clayton-budget-and-audit-committee-regular-meeting-agenda_541.pdf (Agenda), dated February 10, 2025 from City of Clayton. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ubs Financial hold?

Ubs Financial 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 City of Clayton currently buying?

Explore City of Clayton's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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