Committed to charities. Committed to you.
With an exceptional range of high-quality investment ideas, a strong performance track record, and our financial strength and stability,
andrew.pitt@ubs.com
paul-d.mitchell@ubs.com Birmingham, Edinburgh, Manchester, Newcastle www.ubs.com/charities-uk
UBS AG, UBS Global Asset Management and UBS Wealth Management (UK) Ltd are each authorised and regulated by the Financial Services Authority. UBS AG and UBS Wealth Management (UK) Ltd are member firms of the London Stock Exchange. UBS Wealth Management (UK) Ltd is a subsidiary of UBS AG. Certain features of the services offered by these three entities may differ. In consultation with you, we will identify the UBS services most suited to your needs.
it’s no surprise that an increasing number of charities trust UBS to be their investment manager.
Optimising charity investors’ returns through the effective selection of investment solutions
Contact us
contact@beesonmaisey.co.uk www.beesonmaisey.co.uk
Your objectives, needs and risk profile determine the strategic asset allocation and choice of potential investment managers.
The prospect of better performance and confidence in the investment process are benefits that BeesonMaisey offer.
BeesonMaisey is committed to: • Understanding your investment needs • Rigorous analysis and appraisal of investment managers
• Support for you at every stage of the selection process
• A cost-effective solution
The Charity Investment Specialists
Contact Neil Thomas
Independent Investment Reviews Limited 16-19 Southampton Place,
neilthomas@iir.uk.com www.iir.uk.com
• Wide range of UK charities and not-for- profit organisations with portfolios ranging from £1 million to £130 million
• Bespoke solutions designed for each client • Aim for excellence in service with reasonable fees
Advanced Solutions International (ASI) is the largest, privately-owned global provider of web-based software for non-profits and has served nearly 3000 customers and millions of users worldwide since 1991.
ASI Europe, New Broad Street House
35 New Broad Street, London, EC2M 1NH Tel: +44 (0) 8705 887700 Fax: +44 (0) 1473 892032 www.asieurope.eu
ASI is the developer of iMIS and
ProgressCRM software.
iMIS is an upgradeable software solution for managing associations, membership, not-for-profits, and fundraising.
Our services: • Initial investment health-check • Investment policy development • Investment strategy analysis • Investment manager search and selection • Ongoing portfolio monitoring
iMIS 15, the latest evolution of iMIS, leverages Microsoft’s .NET development platform to provide a flexible and open web-based solution.
ProgressCRM is a packaged and upgradeable fundraising software solution for smaller to mid-sized not-for-profits.
ProgressCRM is easy to implement and easy to use with a unique customer- centric design
The Leadership Trust Foundation
The Leadership Trust, Weston-under-Penyard, Ross-on-Wye, Herefordshire HR9 7YH
enquiries@leadership.co.uk www.leadership.co.uk
We are an educational charitable trust based in Herefordshire. Its mission is to enhance and influence leadership and leadership development world-wide through the three ‘arms’ of The Foundation’s operations: The Leadership Trust, Research and Development and Grant Making.The Foundation has
www.civilsociety.co.uk
developed a scheme by which chief executives of not-for-profit organisations may apply for a Bursary assisted place on The Trust's programmes. The Trust is the wholly owned trading company of The Leadership Trust Foundation.
Charity Finance April 2010
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INVESTMENT REVIEWS
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