CONTRACTONGOING

UBS Manages City Investments Amid Possible RFP

City of Platinum logoCity of Platinum
Document date
Feb 5, 2020

The 30-second brief

What it covers

City investment reports show Buck and Chad Adams of UBS Financial managing Cordova’s investment portfolio, including reinvestment of excess cash. Council is considering an RFP to review investment service options while the current relationship continues.

Who holds it

Ubs Financial holds this financial services contract with City of Platinum. 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
Financial Services
Document date
February 5, 2020
Source document
city-of-platinum-agenda-2020-02-05_302.pdf (Agenda)

Ubs Financial's other public contracts

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Questions about this contract

Who was awarded the financial services contract by City of Platinum?

Ubs Financial was awarded this financial services contract by City of Platinum, as recorded on February 5, 2020.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in city-of-platinum-agenda-2020-02-05_302.pdf (Agenda), dated February 5, 2020 from City of Platinum. 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 Platinum currently buying?

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

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