Charity Investment Management

Helping you drive sustainable performance

As a charity, you go out of your way to understand your beneficiaries’ needs and aspirations. You deserve an investment manager that will do the same for you.
What’s more, we treat you as a retail investor – enabling us to provide advice on all areas of your operation.

Get in touch

For an informal meeting about your charity or to request a proposal, contact:

David Rowe,
Head of Charities
Telephone: 020 7568 7738

Sustainable investing designed specifically for charities

This is an area very close to our hearts. We’ve developed a sustainable investment strategy specifically for charities, giving you confidence that you are managing reputational and third party risk and staying true to your values.

Mutual understanding: the bedrock of any long-term relationship

As most of our charity team members are trustees of at least one charity, they have a first-hand appreciation of the issues you face. But even then, everyone’s circumstances are different. That’s why we go to great lengths to listen to your short, medium and long-term goals. So we can target our investment knowledge for greatest effect.

For instance, when constructing or reviewing your portfolio, you will have access to our strategists, asset class experts, risk and quantitative specialists, among others. In short, whoever is best placed to advise on your particular needs. They will work with you to choose the right mix of asset classes with the aim of producing the best possible returns (within your agreed risk tolerance, of course).

Investments, capital commitments, legacies history, ethical considerations, endowment structures and levels of grant giving. We consider it all when looking at your portfolio.

You’re in good company

Be among the 250+ UK charities that choose to work with us. From large national charities and foundations to small individual trusts, they all have one thing in common: direct access to our charity specialists and a highly personalized service.

As a sign of our commitment to servicing our charity clients, we retain the services of Professor Paul Palmer to advise our charity team on sector regulation, finance and management issues. Paul is Associate Dean responsible for the Centre for Charity Effectiveness at the Cass Business School.

Our dedication to you doesn’t end there. You are also welcome to join us at the range of educational events and workshops we run specifically for charity clients. Another way we work closely with you to further your aims.

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.