Trusts and foundations
Flexible solutions tailored to your needs
Want to change the world? So do we. Our UBS philanthropy team can help you achieve your philanthropic ambitions and make the world a better place. Whether you're new to philanthropy or an established philanthropist looking to maximize your impact, we’re here to provide the expertise and support you need.
We are a unique, award-winning1 offering that partners with you and your family to manage your philanthropy and maximize your impact. We provide comprehensive advice, insight experiences, and execution services, and employ an investment-based approach to deliver solutions to pressing social and environmental issues.
As with any other undertaking, you need a partner with the right knowledge and a broad network to achieve success.
UBS Philanthropy Services in Jersey will assist you with defining a vision, focus and strategy for your philanthropic goals.
Together, we can:
- Define your high-level objectives
- Find the right charitable vehicles to maximize your impact
- Determine which issues you’d like to address
- Identify solutions that are scalable, cost-effective and increase reach
Fast and effective
Our specialists and philanthropic solutions will help you make a difference quickly and in a cost-friendly way.
Strengthened family values
We make it easy to involve your loved ones in your philanthropic efforts.
Measurable difference
Our innovative philanthropic solutions make a big impact – and we can prove it through measurable results.
Quality network
Get access to events packed with philanthropic insights and network with like-minded peers.
Working with clients locally, nationally and globally, we identify high potential initiatives and build long-term collaborations, connecting you with the resources and expertise you need to achieve significant, sustainable change.
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Dame Stephanie Shirley, IT entrepreneur turned ardent philanthropist on her move from making money to giving away money.
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Dinesh Dhamija, who exited Ebookers in 2005, on supporting charities which make a difference to the lives of children in India.
If you have any questions or want to discuss your philanthropic goals, contact a member of our team for a no-obligation discussion. Our philanthropy services are suitable for individuals with at least half a million pounds in bankable assets.
Tom Hall
Global Head of Philanthropy Services
Tom Hall
Global Head of Philanthropy Services
With over 16 years’ experience working with and advising private clients, Tom leads our Global Philanthropy services to help clients identify and achieve their philanthropic and impact investing strategies.
Sarah Payne
Head of Social Impact and Philanthropy Services UK
Sarah has over a decade of experience working with private and corporate donors to help them maximize the impact of their giving. As Head of Social Impact and Philanthropy, Sarah leads UBS’s philanthropy services offering, as well as the delivery of UBS’s own commitment to support the community in the UK.
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Managed investment portfolio
Taking emotions out of investing
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Charitable giving
Set up your Donor-Advised Foundation and achieve your charitable goals today
The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.
UBS does not give tax, legal or accounting advice and you should consult your independent adviser for specific advice before entering into or refraining from entering into any investment.
UBS AG, Jersey Branch is authorised and regulated by the Jersey Financial Services Commission for the conduct of banking, funds and investment business. UBS AG, Jersey Branch is a branch of UBS AG (a public company limited by shares incorporated in Switzerland whose registered offices are at Aeschenvorstadt 1, CH-4051, Basel and Bahnhofstrasse 45, CH-8001 Zurich) ("UBS"), with its principal place of business in Jersey at 1 IFC Jersey, St Helier, Jersey, JE2 3BX.
