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UBS Continues Managing Will County OPEB Portfolio

Will County logoWill County
Document date
Jun 25, 2025

The 30-second brief

What it covers

Will County’s OPEB trust assets, totaling $32.7 million as of June 24, 2025, continue to be managed and custodied through UBS Financial Services Inc. under its advisory and brokerage programs. UBS provides discretionary account management, reporting, and related services for the County’s OPEB investments.

Who holds it

Ubs Financial Services Inc holds this financial services contract with Will County. Its other public contracts on record include work for City of Clayton and San Angelo Independent School District.

What happens next

Term as filed: At least November 30, 2011 through June 24, 2025 (portfolio inception to report date).

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Contract details

Contract type
Financial Services
Document date
June 25, 2025
Term
At least November 30, 2011 through June 24, 2025 (portfolio inception to report date)
Vendor
Ubs Financial Services Inc
Agency
Will County
Source document
will_county_opeb_committee_investment_report.pdf (Report)

Ubs Financial Services Inc's other public contracts

City of Clayton, CaliforniaClayton Report Documents Ongoing UBS Investment Services · Oct 19, 2026San Angelo Independent School District, TexasUBS Financial Services Recommended for Broker List · Oct 13, 2026UndisclosedWill County, IllinoisWill County OPEB Accounts Managed Through UBS Financial Services · Oct 6, 2026UndisclosedLakeville Public School District, MinnesotaUBS Financial Services Bid Not Selected for Bond Sale · Sep 22, 2026UndisclosedLA Law Library, CaliforniaUBS Presents Pro Bono Investment Services to Law Library · Sep 21, 2026UndisclosedAll Ubs Financial Services Inc contractsVendor profile

More Will County contracts

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Questions about this contract

Who was awarded the financial services contract by Will County?

Ubs Financial Services Inc was awarded this financial services contract by Will County, as recorded on June 25, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in will_county_opeb_committee_investment_report.pdf (Report), dated June 25, 2025 from Will County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ubs Financial Services Inc hold?

Ubs Financial Services Inc 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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Explore Will County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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