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.
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.