Committed to charities
Helping charities by successfully managing investment portfolios
A UK charity has specific requirements when it comes to choosing a financial partner. It wants to work with an institution that understands the many issues surrounding funding - investments, capital commitments, legacies, endowments and grants - and can design an investment approach that helps the charity meet its goals.
UBS has a dedicated team of investment specialists who have advised charities over many years and understand the challenges unique to your sector.
We offer a highly personalised service, developing investment strategies aligned with your goals, performance targets and comfort with risk.
Our investment specialists draw on UBS's global expertise in research, asset management and custody to satisfy the most complex investment requirements.
Many of our products and services, both discretionary and advisory, have been specifically designed for charities. We can also offer our clients portfolio management that caters for any ethical considerations and meets socially responsible investment criteria.
We currently manage the assets of over 300 UK charities in all key sectors. Every charity is assigned its own UBS Client Advisor and administration team, and benefits from the additional support of the independent Charity Consultant Professor Paul Palmer of the Cass Business School, whose services we retain.