Products and Services
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:
medium and long-term investment portfolios
targeted return strategies
structured products offering defined risk/return profiles
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.
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