Addressing the unique needs of charities and endowments

Understanding there is no ‘one-size’ fits all investment approach

Our bespoke solutions are tailored to meet the individual and specialized needs of charities and endowments. Our teams partner across our business to build the right solution to meet your growth and income requirements.

The value we can bring to our partnership

Specialised teams with independent thinking

Expert teams with their own distinctive approach to creating compelling investment solutions – with leadership in Indexing, Asia, Hedge Funds, Real Assets and SI.

Customized solutions to fit your investment goals

Focus on dependable partnership through meaningful dialogue and genuine understanding, to adapt to your specific challenges.

Long-term performance excellence

Exacting standards and robust investment processes to bring a top-tier and reliable client service.

Global scale, outlook and impact

Top-tier products leading the industry in many asset classes, with experienced teams on the ground keeping clients connected in 23 markets.

Reassurance and stability from the broader UBS

Absolute focus on high quality delivery, underpinned by the financial strength and discipline of UBS.

SI leadership and influence for positive impact

Systematic in adopting a sustainability lens across a range of our investment decisions, with influence in the industry to foster positive change.

Explore our range of investment capabilities - from traditional to alternative, active to passive.