Welcome to UBS' Charity Services in the UK

In today’s markets, you need access to investment services that you can rely on. UBS is ideally placed to provide you with the peace of mind you seek from your advisor.

UBS has an experienced and stable team which has advised charities over many years. We offer a highly personalised service, tailored to your charity’s specific needs, that draws on the worldwide resources of the UBS Group. We have refined a method to help you develop an investment strategy that aligns seamlessly with your goals, performance targets and your level of comfort with risk.

A strong partner

UBS is one of the world’s leading financial services firms. We are a public company, listed on the Zurich, New York and Tokyo stock exchanges. Serving a diverse client base, we have a presence in all the world’s major financial centres.

We are currently the second highest credit-rated bank in the world, with a rating of AA+ (Source: Standard & Poor’s, May 2005). As a result, our clients can enjoy a high level of confidence in the security of their assets.

Our charity specialists draw actively on the UBS Group’s global expertise in research, asset management and custody to satisfy the most complex requirements. Our professional and flexible service is complemented by our desire to provide charities with outstanding investment performance, while ensuring that all our clients have easy access to the services we provide.

What kind of charities do we manage?

UBS provides investment advice for almost 500 charities in the UK, with clients drawn from all key sectors.

Source and Copyright: UBS Wealth Management, 2005