UBS

Services Provided

  • Discretionary
  • Advisory
  • Execution

Location

  • 2 UK Locations

Investment

  • Wealth Manager, Investment Manager, Private Bank, International Bank
  • Founded 1865

Pooled Accounts

  • Minimum Account £5M
  • Assets Under Management £0
  • Number Of Clients 0

Segregated Accounts

  • Minimum Account £5M
  • Assets Under Management £1.6B
  • Number Of Clients 40

About UBS

UBS was named Best Private Bank Globally 2021 by Euromoney. At UBS, we focus not only on delivering best in class investment solutions but also advising you on a holistic approach to your assets to help you understand how they can support your aims and objectives.

Our Philosophy

Our approach starts with you. We look to help you define the purpose of your investments and how this meets your requirements as a charity. Only once this process is complete do we start to discuss investments.
We also look to values-align your invested assets through sustainable investing portfolios, where we are market leaders and have been recognised as the top bank in ESG/Impact Investing at the 2021 Euromoney awards.