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.
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.
Tailored investment process
Carefully customised to fit your objectives.
Robust sustainability screening process, with sustainable and impact investment options across all asset classes.
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: Miranda Richards
Miranda has 30 years’ investment experience as an economist, journalist, fund manager and client advisor. She joined UBS in 2016 and has a deep knowledge of the not-for-profit sector on a professional and personal basis, having undertaken a number of investment committee and trustee roles. She remains an active trustee and currently sits on the investment committee of Murray Edwards College Cambridge, and is a trustee of the Greycoat Hospital Foundation. She graduated from the University of St Andrews with an MA in Economics and International Relations. She also holds the Investment Advice Diploma.
Why UBS is your right partner?
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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.