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UBS Homepage > Wealth Management Worldwide > Charities, UK Charity Services > Products and Services

Products and Services
Products and Services

The UBS offering for charities

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UBS has an exceptional range of high quality services and products, both discretionary and advisory. Many of these have been specifically designed for charities, including:

  • cash management

  • medium and long-term investment portfolios

  • targeted return strategies

  • structured products offering defined risk/return profiles

  • lending

The breadth and depth of our offering clearly differentiates us from our competitors. This means that we are able to give truly unbiased advice and assistance to all our clients.

We offer a choice of investment methodology across all asset classes, combining some or all of the following:

  • directly-invested (segregated) portfolios

  • pooled funds managed by UBS

  • “Open Architecture” funds offering access to other top quality investment managers

We can also offer our clients portfolio management that caters for any ethical restrictions and, more generally, meets socially responsible investment criteria.

Adding value

With our expertise in strategic asset allocation, we design every investment strategy to meet each individual charity’s needs and circumstances. The dynamics of our success are consistent across all markets. We aim to have:

  • Strong personal relationships with clients, nurtured by experienced client advisors

  • Excellent process-driven investment decision-making that underpins performance

  • Consistent delivery of superior service on our client’s terms

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.
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