The Schools: The Winns Primary School and William Tyndale Primary School

Located in Walthamstow, North London, The Winns Primary is a 4-form entry school in their first year of working with Enabling Enterprise as a partner school. Already this year, students have been developing their enterprise skills through a range of Lesson-Time projects and Challenge Days. Today, 20 of their Year 5 students joined forces with 10 Year 4 students from William Tyndale Primary School, Islington. William Tyndale students have been developing enterprise skills for a number of years, both inside and outside the classroom.

The Business: UBS, London

UBS is a global bank, providing services in over 50 countries. Specialising in wealth management, global asset management and investment banking services, they serve ‘ultra high net worth individuals’, and corporate and institutional clients all over the world. Over the course of the day, students had the chance to meet a range of volunteers from across the company from roles including managing directors and wealth managers.

The Challenge: Invest for Success

Today’s challenge involves students teaming up to become successful investment managers. The students learn about investment banks and explore the terms ‘risk’, ‘benefit’ and ‘invest’. They get the chance to interview the employees from UBS, asking about their role and how they use enterprise skills in their day to day business. After meeting their clients, the teams conduct market research into three potential businesses: a grocery shop, a mineral mining organisation and a renewable energy firm. The teams decide how best to split their investment to make a good return whilst considering their clients’ preferences. A year passes, after which students calculate the return on their investment and prepare presentations on their investment choices.

The Results:

Most teams decided to go for a medium risk strategy, splitting their investment between the companies and some even saved some in the bank as a back-up in case their investments turned sour. All teams made wise decisions, resulting in good returns and happy clients. The end of the day saw the judges offering fantastic feedback to all the students after their presentations; they were commending the students’ ability to apply their newly learnt understanding of the world of investment to the challenges whilst demonstrating superb Problem Solving and Listening Carefully skills, when Working in a Team.

What they said:

  • “The students learnt a lot about investments, finance and risk; It was great to expose them to working with students from another school so they learnt how to overcome problems and work well in a team. ” – Teacher, William Tyndale Primary School
  • “What a lovely day! The kids have been fantastic and it’s been just great to spend the day helping them work together and learn a bit about what we do here” – Volunteer, UBS
  • “When people were speaking, we had to listen carefully so that we could take notes and we worked in a team so we could decide on a company that we were all happy to invest in ” – Student, Winns Primary School

Thanks to UBS for such a great trip day, and to Years 4 and 5 Winns Primary School and William Tyndale Primary School for coming along.

Enabling Enterprise are working in partnership with schools and businesses to support students to build enterprise skills and aspirations. Find out more by contacting us.

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