Guiding endowments and foundations forward

How can we make the world a better place by 2030? Your values define you. But do your investments reflect who you are? Discover three ways to invest toward the UN’s 17 Sustainable Development Goals.

Are you looking for innovative ways to tackle some of the world’s most pressing social and environmental problems? Building on our 20-year track record and applying an investment-based approach, our global team makes it simpler for you and your family to maximize your impact. Together we can make a difference—with your passion and our expertise.

Keeping abreast of the ever-changing global economy and world capital markets is more than a full-time job, particularly in the current environment. The Portfolio Management Program affords us a uniquely effective format with which to manage your invested assets needs on a fully discretionary basis. Our experience tells us that the pitfalls may best be avoided, and the opportunities maximized, through the adoption of a specific, definite and feasible plan in which all available investment options are exhaustively researched and then exploited with the disciplined approach PMP offers.

When it comes to comprehensive wealth management, you need to look at both sides of your balance sheet. Working closely with UBS lending specialists and credit research analysts, we can help you determine the right liquidity strategy for your needs, goals and circumstances.

Your foundation or endowment is unique. We take the time to look at it holistically, and to understand its distinctive financial situation. With that clarity, we deliver an investment plan that reflects your needs and long-term goals. We’ll collaborate closely with your investment committee to help you make the greatest impact.