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 manage £2bn of charity assets**, for charities ranging from £1m in assets, up to £100m+.


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
  • 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

Borrowing

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

Reporting

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

Why UBS?

The industry approves

Euromoney Private Banking 2018 Best Private Bank –

  • Philanthropic Advice
  • SRI/Impact investing

We're all over the UK

You can meet with our experts in UBS offices across the UK.

Helping your trustees

  • Individual advice from Professor Paul Palmer of Cass Business School as our charity consultant
  • Trustee training

Meet the team

Your main point of contact is a Client Advisor, who is supported by a team of assistants, analysts, investment and portfolio managers.

Your Client Advisors

Client Advisor and Head of Charities

  • 30 years’ of investment experience
  • Spearheads sustainable investing 
  • Joined UBS in 2015
  • Member of the Investment Committee for Goldman Sachs UK Retirement Fund and Trinity College, Oxford
  • Visiting lecturer at Cass Business School
  • Member of the CISI
  • On the UK steering committee of UBS's initiative to increase the financial confidence of women.

Client Advisor

  • 31 years of investment experience
  • Joined UBS in 2002
  • Has headed up many different business areas at UBS since 2002, including charities
  • Treasurer of SSAFA 'the Armed Forces Charity'
  • Non-executive director of the Army Sports Control Board 
  • Trustee of the UBS UK Donor-Advised Foundation
  • Visiting lecturer at the Cass Business School Centre of Charity Effectiveness.

Client Advisor

  • 30 years investment experience
  • Joined UBS in 2017 as part of UBS's Career Comeback programme
  • Sits on the investment committee of a Cambridge College
  • Trustee of an educational foundation in London
  • Holds the Investment Advice Diploma

Client Advisor

  • Joined UBS in 2017
  • Holds the Investment Advice Diploma (IAD)
  • Volunteers as a corporate mentor for Into University, a charity supporting disadvantaged Year 13 first-generation university applicants as they prepare for Higher Education.

Client Advisor

  • 28 years' industry experience
  • Joined UBS in 2013
  • A Chartered Fellow of the CISI

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.