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At UBP we recognise that every charity and not-for-profit institution is unique and we believe their investment portfolio should reflect this.
In our experience too many managers are offering standard packages. With this in mind we use your specific objectives as the starting point for any conversation and then build a solution that is customised to you.
We provide truly bespoke, award-winning discretionary investment management services directly aligned with your objectives and we go out of our way to reflect all ethical restrictions or ESG concerns you may have.
We are able to provide flexible cash management and cost-effective Lombard lending offerings to help you to run your charity in as efficient a manner as possible.
Our dedicated charities team recognises the importance clients place on outstanding service and reporting. We understand that clients want to meet the people managing the money so we are happy to provide access to those people as and when required.
We understand that the security of assets is more important than anything and are pleased to confirm that UBP has a Tier 1 ratio of 26.1%, ranking among the most capitalised banks in Europe; this is reflected in our Aa2 Moody’s rating.
We are aware that investments can be complex and that often the knowledge of trustees varies – we are always available to explain, educate and answer any questions you may have.