Investment Management for charities

We'll focus on your investments, while you help others

While you’re busy making the world a better place, we’ll take care of your investment needs.

We manage GBP 2 billion in charity assets¹, for charities ranging from GBP 1 million in assets up to GBP 200 million and more.

With clients in various sectors ranging from environment to art, we understand that your investment needs are less like those of an institution and more like a private client. That’s why you’ll benefit from our retail wealth management approach.

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Together, we can help you achieve your charitable goals.

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How it works

We're much more than just an investment manager. Discover everything we have to offer. 

Investment process: We offer a strategic asset allocation approach to your portfolio and carefully monitor its performance with the support of 200 investment analysts.

Sustainable investing: Our sustainable investing portfolio makes it easy to get started. It mirrors our award-winning portfolio2,3 approach but replaces conventional assets with sustainable ones. Join the growing number of charities that are moving to sustainable investing.

Borrowing: Use the assets in your portfolio as collateral and have a flexible source of liquidity.

Cash management: Get access to a third-party cash management deposit service via a range of external providers.

Reporting: Receive monthly evaluations and quarterly performance reports.

Your benefits

Tailored investment process

Carefully customised to fit your objectives.

Impact-oriented investing

Robust sustainability screening process, with sustainable and impact investment options across all asset classes.

Easy borrowing

Maintain your existing portfolio without having to sell assets and disturb your long-term investment strategy. No set up costs and no exit penalty.

Quality cash management

Available in GBP, USD or EUR currencies. We only work with investment rated providers.

Advising your trustees

Professor Paul Palmer, Associate Dean at Cass Business School, offers advice on charity governance to our clients free of charge.

In addition, we provide trustee training.

UBS – across the UK

Head of Charities: Tom Dupernex

Tom has worked in the City for 15 years, initially as a private practice lawyer before moving to UBS in 2013. He has particular expertise in the sustainable and impact investing space and has been a client advisor since 2017, advising clients on portfolio construction, investment and liability matching. Tom is a Certified Green Finance Professional, holds the Investment Advice Diploma and graduated from Trinity College, Cambridge with degree in Geography. He has run mentoring schemes for schools in the Newham area and is currently involved in volunteering with the Bridge Academy in connection with music and geography field trips.

London office

Katie Pytel, client advisor

Katie has recently joined our charities team. She’s a Chartered Accountant (ACA) and spent two years as a client advisor assistant at UBS, where she obtained the Investment Advice Diploma. She graduated from the University of Bath with First Class Honours reading Natural Sciences, and she majored in Environmental Studies. During her spare time, she volunteers with the Bridge Academy reading club, where she helps Year 7 students improve their reading skills.

Edinburgh office

Graeme Taylor, client advisor

An Edinburgh University alumni, Graeme grew up in Glasgow. After graduating with an MA Hons (first class) in Economics and Finance, he moved to London initially for C. Hoare & Co. before joining UBS as a specialist charity client advisor in 2016. In 2019, Graeme decided to move back to Edinburgh and shift focus to private clients. He’s a sustainable investing specialist for the region. In his spare time, Graeme volunteers as a corporate mentor for Into University, a charity supporting disadvantaged Year 13 first-generation university applicants as they prepare for higher education.

Newcastle office

Andrew Elliot, client advisor

Andrew graduated from Northumbria University with a degree in Estate Management before joining Gerrard Vivian Gray in London. He has 28 years' industry experience having led investment management teams under the Old Mutual then Barclays Wealth ownership of Gerrard Investment Management. At Barclays Wealth, he was a member of the UK investment committee and responsible for personal, pension, trust and charity clients. He leapt at the opportunity to return to the North of England in 2008 and joined the team at UBS in 2013. Andrew’s a Chartered Fellow of the CISI.

Why UBS is your right partner?

With our global and local experience and expertise, top industry rankings and award-winning track record, we're confident that we can help you reach your goals. Our specialists are ready to advise you in various regions across the UK.

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Ready to start a conversation? We look forward speaking with you.

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Find your local branch

We have offices in various regions across the UK.

Find your nearest UBS office

Answering your questions

Have a question about our wealth management offering and services? We're here to help you. 

Find the answers

1 as of October 2018
2 'ESG and financial performance: aggregated evidence from more than 2000 empirical studies', Journal of Sustainable Finance and Investment, Gunnar Friede, Timo Busch, Alexander Bassen, 2015
3 'Introducing the Impact Investing Benchmark', Global Impact Investing Network and Cambridge Associates, 2015

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 provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.