We have 25+ years of track record and applying an investment-based approach, our global team makes it simpler for you to get engaged and maximize your impact through giving or investing.
Our strategic vision
Contribute to an impact economy
Deliver large scale social environmental and commercial impact
Drive a purpose-led UBS culture
Supporting your vision
Insights and experiences
Discover the latest research, guides, stories, and impactful projects from our world of social impact. Attend exclusive events, trips and networking opportunities with people and experts who share your passion for change.
Philanthropy advisory
Our experienced advisors are here to help you in creating a philanthropy strategy that aligns with your values and maximizes your positive impact. Whether you’re an individual or family, business leader or entrepreneur, philanthropist or investor, we provide tailored advice to make your giving journey both fulfilling and effective.
Execution solutions
Our expert team is dedicated to turning your philanthropic aspirations into real-world solutions. From access to high-impact grantmaking, social finance tools, to collaborative philanthropy and donor-advised funds. We offer end-to-end solutions that ensure your resources create lasting change.
Join an impact ecosystem
UBS Global Visionaries
Get introduced to and collaborate with leading social entrepreneurs from around the globe.
UBS Collectives
Experience the power of collective philanthropy! Pool your resources with other clients and team-up with our vetted partners to drive systemic change while benefiting from a two-year learning journey.
Global Philanthropists Community
Our members only network connects you to other UHNW philanthropists and gives you access to exclusive events, insights and resources.
Faith in Philanthropy
Join a community exploring the intersection of faith and giving. Through shared human values you can support faith-based organizations together.
UBS Optimus Foundation
Celebrating 25 years of impact
Over the past 25 years, and together with you and our partners, we have driven meaningful change in health, education, climate and the environment.
Hear from our clients
The situation: Tiffany and Paul had recently sold a highly successful pharmaceutical services company they had spent years building. In looking to define their purpose beyond the business, they wanted to develop a plan to expand their philanthropic giving.
The solution: The couple’s UBS Client Advisor brought together members of the UBS Social Impact & Philanthropy team to help think through important questions around the couple’s philanthropic vision. These included looking at:
- What areas and specific issues were important to the couple
- Their patterns of giving in the past, including average size and type of assets
- How they want to be remembered
- Other family members they may want to involve
Based on a series of conversations, Tiffany and Paul were able to define their specific interests and intentions. These became the basis for a comprehensive philanthropic strategy that included setting up a private foundation with a plan to involve their two children and allow the family to direct gifts where they determined they would have the most impact.
The situation: John had received a sizeable inheritance and, as an avid diver and nature enthusiast, was looking to create the largest impact he could in terms of saving the world’s oceans. He was interested in collaborating with other philanthropists and organizations to move the needle on this cause.
The solution: Together with his UBS Client Advisor, John met with members of the UBS Social Impact & Philanthropy team who introduced him to the UBS Optimus Foundation. The foundation offers three ready-made opportunities to practice collective philanthropy, which offers several benefits, including:
- Working with people with shared interests and determination to solve an issue
- Participating in a learning experience with peers to boost knowledge, skills and confidence
- Connecting with powerful people, organizations and solutions to magnify efforts
After several discussions, John decided to join the UBS Climate Collective, which is focused on building coastal resilience, one of the most affected areas and where promising solutions exist.
Discover more
Transforming systems, one partnership at a time
Read more about how UBS Optimus Foundation has been driving impact in 2024.
Discover the 2024 Annual Review
Change starts with a conversation
Let's talk
Want to discover more how you can use your wealth for good and maximize your impact?
