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UBS Wealth Management launches investment app for charities

London | | Media Releases EMEA

London, 11 April 2014 – UBS Wealth Management UK has launched an iPad app to help charities understand their investment portfolios. As well as offering broad economic analysis, the app features UBS Wealth Management’s Charities Compendium, a guide covering investment opportunities which may be suitable for charities. 

The UBS Charity Compendium app comes at a time when charity trustees are facing increasing challenges amid tougher regulation, greater media scrutiny and a changing relationship with the government.. It is now increasingly important for charities to monitor investments and have a reliable investment strategy.

UBS Wealth Management’s Charities Compendium has been written with all these changes in mind. It addresses investment opportunities such as sustainable investing; equities offering long-term returns; bonds; real estate and alternative investments.

The iPad app, which is available through the Apple App Store, also considers new investment opportunities and includes information on regulatory changes, economic analysis and industry updates. A particular emphasis is placed on the appropriate time for making investments and how charities can minimise risk.

The app features video content from UBS Wealth Management’s CEO, Jamie Broderick. It also has zooming capability which makes data graphs clearer to read; a contents page for efficient use and a book marking ability. Users can provide feedback, contact UBS Wealth Management via the application and the compendium’s content can be read off-line.

Andrew Wauchope, head of charities at UBS Wealth Management, said: “We believe that the Compendium meets the increasing need for trustees to be up to speed on the risks their charity faces. Our app addresses the increased challenges facing charitable organisations, which have itensified after the financial crash.”

Government cuts in public expenditure following the 2008 financial crisis were particularly damaging for voluntary organisations, stressing the need for financial independence and responsible investment.

The changes charities have faced during recent years and which are addressed in the app are also highlighted in the recently published fourth edition of the NCVO Good Financial Management Guide, a publication aimed at the voluntary sector. The guide is sponsored by UBS Wealth Management.

UBS Wealth Management

UBS is one of the world’s leading financial firms. Protecting and managing wealth is at the heart of what we do, by providing superior investment advice and solutions for our clients and helping them to protect their assets in difficult market environments.  In the UK and Jersey, UBS has over 850 people across a network of seven local offices delivering a complete wealth management service, ranging from investment management to wealth and financial planning, including tax planning and lending. UBS Wealth Management UK was named best UK private bank in the 2014 Euromoney Private Banking awards.


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