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The annual Strategic Partners Conference communicates key developments that affect the client proposition and provides feedback to Partners on issues they have raised over the previous year. The day brings together expertise from UBS and other professional firms in areas where our Partners and their clients are active.

The 2015 Conference focused on opportunities and due diligence in the investment environment; opportunities presented by developments in Pensions legislation, and legal and accountancy perspectives on valuing a business for acquisition or sale, including the essentials involved in successfully concluding a deal.

2016 Conference videos

Welcome

Welcome

Graeme Price, Head of Strategic Partnerships at UBS, introduces the Conference themes.

Philanthropy

Philanthropy

Tom Hall, from the UBS Philanthropy Team, on the opportunity presented by Social Impact Tax Relief (SITR) for client investment, financial and tax planning.

Social Impact Tax Relief

Social Impact Tax Relief

Gavin Francis considers how due diligence for SITR opportunities should be approached and what criteria are important in the selection process.

Case study

Case study

Daniel Brewer, a Director of UBS's first SITR Partner, Resonance Ltd, explains how the scheme, focusing on the Bristol area, operates.

Due Diligence

Due Diligence

Jonathan Gamble of Asset Risk Consultants on considerations when conducting due-diligence on Discretionary Managers and selecting investment partners.

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