Investment management for Charities, Trusts and Endowments

Institutional service, with retail protection.

We understand that your investment needs are less like that of an institution and more like that of a private client – that's why our charity clients benefit from a retail wealth management approach.

We're as unique as you.

Investment process

We pride ourselves on our investment approach.

  • Strategic asset allocation process
  • Careful monitoring by 200 investment analysts globally
  • Can be tailored towards your objectives

Sustainable investing

We're well-placed for the rise in charities moving to sustainable investments that we've seen with our own clients.

  • Robust sustainability screening process
  • Fully sustainable and impact options across all asset classes
  • Best Private Bank in the Euromoney Private Banking Survey 2017 and 2018 for SRI/Social Impact Investing


In addition to our investment capabilities, we can also help with your lending requirements.

  • Acts as on overlay on the portfolio giving you access to a flexible source of liquidity
  • The assets in your portfolio are used as collateral
  • You can maintain your existing portfolio without having to sell your assets , thereby not disturbing your long term investment strategy
  • No set up costs; no exit penalty.

Cash management

  • Third party cash management deposit service via a range of external providers
  • We only work with investment rated providers
  • Available in GBP, USD or EUR currencies


  • Monthly valuations and quarterly performance reports
  • Daily portfolio view available online

Why UBS?

The industry approves

Euromoney Private Banking 2020 Best Private Bank –

  • Philanthropic Advice
  • SRI/Impact investing

We're all over Canada

You can meet with our experts in UBS offices across Canada.

We'd like to meet you

Come and see us so we can tell you more about what we can offer you.

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested. UBS does not give tax or legal advice and you should consult your independent tax and/ or legal adviser for specific advice before entering into or refraining from entering into any investment.