Philanthropy & Values-Based Investing

Doing good.
You are committed to positive change.

As one of the first banks engaging in philanthropy, our commitment to this subject goes back many years. It is a commitment continually reaffirmed, reinforced and expanded.

Leveraging a global team of over 30 experts and a "one stop" professional approach, we deliver thought leadership, advice, products and solutions assisting clients in delivering positive change through donations or investments from strategy to implementation on the ground.


UBS Optimus Foundation

Strategic charitable giving dramatically changes the life of children in need. The UBS Optimus Foundation offers clients a broad range of opportunities to make a contribution in the areas of 'Education and Protection' and 'Global Health Research'.

Values-Based Investing

Innovative companies are developing sustainable solutions to the biggest challenges of our society. The Values-Based Investments team offers a broad range of financial investments which address environmental, social and ethical issues.

Philanthropy Advisory

Philanthropy is personal. Competent and tailor-made advice in all stages of the philanthropy lifecycle and a global, event-based network support clients in achieving their philanthropic goals.