UBS AG

Address: 1 Finsbury Avenue, London, EC2M 2AN

Telephone: 020 7567 5757

Fax: 020 7567 5656

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:

David Rowe - Head of Charities
email: david.rowe@ubs.com
Tel: +44 20756 87738