|
||||
|
|
|
|
|
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
|
|
|
|
|
||||
|
||||
|
||||
|
||||
Investment Philosophy
Understanding your needs
|
Our approach to managing a charity’s assets is to look at the whole picture, including, investments, capital commitments, the history of legacies, ethical considerations, permanent endowments and the level of grant giving. Our aim is to ensure that, as our client, your interests drive the entire process. We believe that our approach to, and experience in, financial planning is a vital ingredient in helping charities achieve their goals.
The attention you deserve
Each client deals with an experienced team that has full access to the UBS Group’s worldwide resources. In the UK, clients can also draw on the support of our regional offices in Birmingham, Brighton, Bury St Edmunds, Edinburgh, Manchester, Newcastle or Taunton. By combining the global with the local, we aim to offer a highly personalised service that saves you time and ensures your assets are managed in the most appropriate way. We look upon a client relationship as a partnership. We believe that getting to know your needs is crucial. The closer our mutual understanding, the greater the trust between us – and the more productive our partnership.
We will provide you with economic and market intelligence via newsletters, monthly investment updates and regular reporting, including the option of secure internet access to view your account.
Important legal information - please read the disclaimer before proceeding.
To the extent that material on the UBS website is issued in the UK, it is distributed by UBS Limited, a subsidiary of UBS AG and /or UBS AG, London branch, both of which are authorised and regulated by the Financial Services Authority. Persons dealing with UBS or other members of the UBS Group outside the UK are not covered by the rules and regulations made for the protection of investors in the UK.
© UBS 1998-2005. All rights reserved.
Privacy Policy
