Investment management for Charities, Trusts and Endowments
Institutional service, with retail protection.
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.
Why UBS?
The industry approves
Euromoney Private Banking 2020 Best Private Bank –
- Philanthropic Advice
- SRI/Impact investing
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.