HELEN MCDONALD

UBS

Category
UHNW Wealth Managers
Company Size
International

Helen McDonald returned to UBS two years ago, having previously had long stints (mainly at Goldman Sachs) in equity sales and asset management. She sits in the bank’s charities business, providing investment advice to a range of philanthropic individuals and not-for-profits, helping to lead the charge on sustainable investing. ‘We are huge believers in incorporating environmental, social and governance factors into investment analysis,’ she says. So what are the considerations for the philanthropic side of wealth management? ‘It depends on the client’s objectives and the charity structure — many have long-term time horizons which afford them opportunities in the way they manage their money.’

Helen McDonald