Sponsored by

UBS AG

Address: 1 Curzon Street, London, W1J 5UB

Telephone: 020 7567 5757

Fax: 020 7567 5656

Website: www.ubs.com/charities-uk

Email: andrew.pitt@ubs.com;, paul-d.mitchell@ubs.com

UBS AG
1 Curzon Street
London
W1J 5UB

Tel: 020 7567 5757
Fax: 020 7567 5656
Web: www.ubs.com/charities-uk
 

A UK charity has specific requirements when it comes to choosing a financial partner. You want to work with an institution that understands the many issues
surrounding funding - investments, capital commitments, legacies, endowments and grants - and can design an investment approach that helps the charity meet its goals.
 
UBS has a dedicated team of investment specialists which has advised charities over many years; we understand the challenges unique to your sector. We offer a highly personalised service and aim to develop an investment strategy that aligns with your goals, performance targets and comfort with risk.
 
Our investment specialists draw on the UBS Group's global expertise in research, asset management and custody to satisfy the most complex requirements. Many of our products and services, both discretionary and advisory, have been specifically designed for charities. We can also offer our clients portfolio management that caters for any ethical restrictions and meet socially responsible investment criteria.
 
We currently manage the assets of over 450 charities in the UK in all key sectors. Every charity is assigned its own UBS Advisor and administration team, and
benefits from the additional support of the independent Charity Consultant Professor Paul Palmer of the Cass Business School, whose services we retain.
For more information please contact:
 
Paul Mitchell, Director                 Andrew Pitt, Executive Director
Tel: 020 7568 2031                       Tel: 020 7568 7829
paul-d.mitchell@ubs.com           andrew.pitt@ubs.com

 

Top 5000 Charity Clients

ActionAid Adviser to a Top 500 charity
Age Concern North Tyneside  
All Saints Educational Trust  
Anchor Trust Adviser to a Top 500 charity
Association of Accounting Technicians, The Adviser to a Top 500 charity
Ballinger Charitable Trust, The Adviser to a Top 500 charity
Bankers Benevolent Fund, The Adviser to a Top 500 charity
Bestway Foundation, The  
Brathay Hall Trust  
British Association of Urological Surgeons  
Cambridge Commonwealth Trust Adviser to a Top 500 charity
Cambridge Union Society  
Carmelite Charitable Trust, The  
Cats Protection Adviser to a Top 500 charity
Charity for Roman Catholic Congregation of our Lad  
Charity of the Roman Union of the Order of St Ursu  
Charles and Elsie Sykes Trust, The  
Charles Wallace India Trust, The  
Christopher Laing Foundation  
Church Communities UK Adviser to a Top 500 charity
Church Mission Society  
Church of England Pensions Board, The Adviser to a Top 500 charity
CLIC Sargent Cancer Care for Children Adviser to a Top 500 charity
College of Optometrists, The  
Community Foundation serving Tyne & Wear and North Adviser to a Top 500 charity
Community of the Faithful Companions of Jesus, The Adviser to a Top 500 charity
Compassion in World Farming Trust  
Congregation of Our Lady of Charity of the Good Sh  
Congregation of the Ursulines of Jesus  
Constance Green Foundation  
Council for World Mission Adviser to a Top 500 charity
County Durham Foundation  
Crosslinks  
De Haan Charitable Trust Adviser to a Top 500 charity
Diabetes UK Adviser to a Top 500 charity
Dollond Charitable Trust Adviser to a Top 500 charity
Dulverton Trust, The Adviser to a Top 500 charity
Edge Foundation Adviser to a Top 500 charity
Education for Health  
Emmott Foundation Ltd, The  
Engineering & Technology Board  
Football Foundation, The Adviser to a Top 500 charity
Foundation and Friends of The Royal Botanic Garden  
General Conference of the New Church, The  
Geological Society of London, The  
Goodman Foundation, The  
Grace Charitable Trust  
Hackney Parochial Charities  
Harold Hyam Wingate Foundation, The  
Hitchin Youth Trust  
Institute of Economic Affairs, The  
International Students House  
John Ellerman Foundation, The Adviser to a Top 500 charity
John Huntingdon's Charity  
King George's Fund for Sailors Adviser to a Top 500 charity
King's Fund, The Adviser to a Top 500 charity
KPMG Foundation  
Linbury Trust, The Adviser to a Top 500 charity
London Symphony Orchestra Limited Adviser to a Top 500 charity
Macmillan Cancer Support Adviser to a Top 500 charity
Marchig Animal Welfare Trust, The  
Medlock Charitable Trust, The Adviser to a Top 500 charity
Michael Sacher Charitable Trust  
Mills Charity, The  
Mind (The National Association for Mental Health) Adviser to a Top 500 charity
Mission to Seafarers, The  
Moorfields Eye Hospital Special Trustees  
Moravian Church  
Musicians Benevolent Fund Adviser to a Top 500 charity
North West Police Benevolent Fund, The  
NSPCC Adviser to a Top 500 charity
Nuffield Foundation Adviser to a Top 500 charity
Peggy Ramsay Foundation  
Perennial - Gardeners' Royal Benevolent Society  
Peter Harrison Foundation Adviser to a Top 500 charity
Pilgrim Trust, The Adviser to a Top 500 charity
Poor Servants of the Mother of God Adviser to a Top 500 charity
Presbyterian Church of Wales  
Printers' Charitable Corporation Adviser to a Top 500 charity
Rank Foundation Limited, The Adviser to a Top 500 charity
Retail Trust Adviser to a Top 500 charity
Reuben Foundation Adviser to a Top 500 charity
Rowans Hospice, The  
Royal Caledonian Schools Trust  
Royal Masonic Benevolent Institution, The Adviser to a Top 500 charity
Royal National Lifeboat Institution Adviser to a Top 500 charity
Royal Scottish Corporation, The Adviser to a Top 500 charity
Royal Society, The Adviser to a Top 500 charity
Royal Wanstead Foundation  
Shears Foundation, The  
Sightsavers International Adviser to a Top 500 charity
Sir Sigmund Sternberg Charitable Foundation, The  
Sisters of St Joseph of Annecy (English Province)  
Sisters of St Joseph of Peace  
Society of Mary Reparatrice  
Society of Petroleum Engineers Europe Limited  
Society of the Divine Word  
Society of the Holy Child Jesus European Province, Adviser to a Top 500 charity
South Devon Healthcare Charitable Fund  
St Dunstan's Educational Foundation  
Sylvia Adams Charitable Trust, The  
Together: Working for Wellbeing Adviser to a Top 500 charity
Trust for London  
Trusthouse Charitable Foundation, The Adviser to a Top 500 charity
Union of the Sisters of Mercy of Great Britain, Th Adviser to a Top 500 charity
United Synagogue Adviser to a Top 500 charity
Vista  
Wildfowl and Wetlands Trust, The Adviser to a Top 500 charity
World Society for the Protection of Animals Adviser to a Top 500 charity
Zochonis Charitable Trust, The Adviser to a Top 500 charity

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