Who we are

Global social impact and philanthropy experts dedicated to driving impact 

The UBS Optimus Foundation is a global network of independently organized UBS-founded philanthropic foundations.

We connect passionate donors with bold, high-impact programs tackling some of the world’s most pressing social and environmental challenges. We empower trusted partners through grants and funding - amplifying efforts that align with our mission and values.

We strive to be a global thought leader in philanthropy, focused on:

  • Investing in ventures that drive measurable global impact
  • Scaling solutions through strategic partnerships and policy collaboration
  • Championing transparency and accountability in everything we do

As part of UBS Social Impact and Philanthropy, and central to the firm’s social impact strategy, the UBS Optimus Foundation network’s nine entities are fueled by the generosity of UBS, our clients, employees and partners. Together, we aim to make every contribution go further and work smarter.

Our vision

A world where philanthropic capital helps effective solutions scale and creates lasting change for people and the planet.

Our mission

We connect donors and high-potential organizations to turn capital into measurable, lasting impact. Through catalytic funding, strategic partnerships and support for evidence-based solutions, we help expand effective services and contribute to system-level change.

  • USD 472 million

    in donations in 2025, including matching funds

  • USD 429.5 million

    disbursed across education, health, climate and humanitarian response

  • 434 projects

    delivered with 300+ partners

  • 100 + countries

    reached through our global portfolio

Where an existing institutional metric – such as number of experts/locations or years of operation – is still required, please retain it only once the latest figure has been internally confirmed.

Established 25 years ago

130+ impact and philanthropy experts in 10 locations

370 projects vetted and ready for investment

Over 10,000 UBS clients engaged in philanthropy

Euromoney Best philanthropic advice globally 2017-2022

The UBS Optimus Foundation is a global network of social impact and  philanthropic foundations that connects you with inspiring philanthropy programs that, backed up by data and through sustainable impact investing, are making a measurable, long-term difference to the most serious and enduring social and environmental problems. 

Part of UBS Social Impact and Philanthropy group and at the heart of the company’s social impact strategy, the UBS Optimus Foundation is funded by UBS, our clients and employees, as well as private and public partners. Our collective mission is to make your contributions to our philanthropic foundations go further. 

We are recognized globally as a philanthropic thought-leader focusing on

  • incubating global impact ventures
  • scaling global social impact through philanthropic partnerships and policy change
  • achieving impact transparency

The UBS Optimus Foundation's evidence-based programs have the potential to be transformative, scalable and sustainable and focus on health, education and climate and the environment.

Our impact

Focusing on programs and global impact ventures that have the potential to be transformative, sustainable, and scalable.

Scalable reach

9.3 million people reached in 2025
including 3 million children

115,000+ professionals trained to deliver essential services

6.7 million individuals reached directly, including:

  • 2 million children and 3.4 million adults
  • 10% male and 90% female
  • 85,000 professionals trained

Additional reach through:

  • 286 health facilities
  • 1,200 educational facilities
  • 2,300 families

75% grantees or investees with >50% women in leadership positions reached

A group of people walking on a beach

Sustainable impact

USD 429.5 million disbursed across education, health, climate and humanitarian response

1.6 million hectares under sustainable management through our climate and environment portfolio

2.6 million hectares conserved, restored and/or sustainably managed

500,000 tons of CO2 emissions avoided/sequestered

> USD 1.5 billion to be disbursed in health, education, climate and environment by 2024 since UBS Optimus creation

Transformative partnerships

434 projects delivered with 300+ partners across 100+ countries

31 public-private partnerships advancing solutions beyond pilots to scale

Please clearly identify these as 2025 figures and remove the existing reference to 2023 data.

8 incubators/accelerators supported to drive a pipeline of investible social enterprises

59 impact ventures supported in health, education, climate and environment

Catalytic funding

  • 60 organizations able to attract more funding due to UBS Optimus Foundation support
  • Blended finance: SDG Outcomes Fund made its first 9 investments

* Data reflects metrics and outcomes for 2023 as measured by our foundation through metric tools and surveys.

The UBS Optimus Foundation annual reviews

Read our annual reviews from the UBS Optimus Foundation to learn how your investment makes a difference, curated here for you to easily access. 

2024

Annual review 2024

2024

Annual review 2024

2023

Annual review 2023

2022

Annual review 2022

Annual review 2022

Annual review 2022

Annual review 2022

2021

Annual review 2021 English

Annual review 2021

annual review 2021 German

Annual review 2021

Annual review 2021 Italian

Annual review 2021

Annual review 2021 French

Annual review 2021

Our experts

The UBS Optimus Foundation consists of a highly experienced and multidisciplinary team that has been working together for several years. Our broad and deep networks in social impact investing, health, education and in the environment sector allows us to leverage our abilities for strategic insight, pipeline building, and supporting partners in their growth.

Leadership

Portrait of Tom Hall

Tom Hall

CEO, UBS Optimus Foundation network and Head of Social Impact and Philanthropy, UBS

With nearly 20 years' experience working in impact and philanthropy, Tom leads the UBS Social Impact team of over 150 professionals across the globe to help clients and UBS employees to maximize their impact locally and globally. Tom has personally advised over 2,500 clients and their families during his time at UBS and is passionate about finding ways to catalyze scalable solutions to the pressing social and environmental problems the world is facing. A regular speaker at conferences globally, Tom believes that through partnerships we can build an Impact Economy that values people and planet in all investment decisions and builds a world that is profitable for all.

Prior to joining UBS in 2013, Tom spent his career in the non-profit sector. As Director of Philanthropy and Social Investment at the Disability Charity Scope, he pioneered the use of social investment structures, including the Scope Bond which was the first listed bond issued by an operational charity in the UK. Tom also worked with the cabinet office on the development of the new Social Investment Tax Relief.

Earlier in his career, Tom was the first UK employee of the Microloan Foundation securing the investment for the charity to expand into sustainable microfinance, with over 50,000 customers in Malawi.

Tom, is a father of four children, a keen runner and has a Politics degree from Exeter University as well as professional qualifications in marketing (CIM), fundraising management, financial planning and is a Green and Sustainable Finance professional. Tom is also proud to be #madebydyslexia and to be an advocate for personalized education to help every child achieve their full potential.

Health and Education

Portrait of Dhun Davar

Cedrine Gisin

Program Director, Health

Cedrine serves as Program Director managing health investments across the UBS Optimus Foundation ‘capital stack’ including grantmaking, debt and equity, and outcomes-based financing instruments. In this role Cédrine sets the Foundation’s health investment stratgy and cultivates a portfolio to contribute towards scalable quality primary healthcare that improves the health of the world’s most vulnerable children. She also co-leads the Emergency Response work of the Foundation supporting children and their families to recover more quickly from disasters and build resilience to cope with future shocks.

Prior to UBS, Cedrine spent over two years in the life science industry. At Novartis, she most recently worked in Corporate Responsibility Strategy contributing to a new company-wide social impact reporting approach. She graduated from the University of St.Gallen with a Master's degree in Business Innovation. During her studies she conducted research on scaling mobile health innovations in low and middle income countries. 

Portrait of Marissa Leffler

Marissa Leffler

Head of Health and Education, UBS Optimus Foundation

Marissa leads health investments across the UBS Optimus Foundation ‘capital stack’ including grantmaking, debt and equity, and outcomes-based financing instruments. In this role Marissa sets the Foundation’s investment strategy and cultivates a portfolio to contribute towards measurable impact on children’s health. Marissa also co-leads the Foundation’s Emergency Response efforts with the aim of providing immediate relief and supporting longer-term recovery for children affected by humanitarian crises.

Prior to UBS, Marissa spent over 10 years at the U.S. Agency for International Development (USAID), where she most recently served as the Innovation Team Leader in the Global Health Center for Innovation and Impact, a center of excellence established to accelerate the development, introduction, and scale up of priority global health interventions.
Marissa also has a Master’s degree in Public Policy from the Harvard Kennedy School.

Portrait of Oriana Ponta

Anita Kover

Head of Social Finance

Anita joined UBS Optimus Foundation in 2018 as a Social Finance Program Director. Anita’s role at the foundation has a focus on social finance investments, including both impact bonds and investments in social enterprises. Anita brings extensive experience in structuring impact finance funds from initial concept through investment thesis, governance, financial modeling and full launch.

Previously Anita dedicated five years of her career to microfinance, working as a microfinance investment consultant in Luxembourg as well as in microfinance program implementation in Burkina Faso, Togo and Ghana.

Anita started her career at BNP Paribas in France and holds a double Master’s degree in Management and Corporate Finance from the EDHEC Business School in France as well as a Master’s degree in International Relations from the Corvinus University of Budapest.

Portrait of Nalini Tarakeshwar

Aleandre Kwan

Program Director, Education

Andre joined UBS Optimus Foundation in 2020 and was responsible for building up and managing the foundation's grants and providing programmatic support to donors in Southeast Asia covering health, education, child protection, and climate and environment. She is currently co-leading the global education portfolio based out of London with a focus on Asia and Sub-Saharan Africa.
 
She has a background in sociology and program management and applies her experience to work with grantees on achieving broad social impact through systemic solutions. Andre was previously the Regional Program Manager for Microsoft Philanthropies covering 18 markets in Asia and helping drive the creation of education, employment, and entrepreneurial opportunities for underserved youth.
Prior to Microsoft she was deeply involved in the implementation and management of projects on reconstruction, education, gender, and agrarian reform that contributed to Philippine development in partnership with agencies such as USAID, KfW, and GIZ. Andre holds a degree from the Ateneo de Manila University, Philippines.

Climate

Portrait of Dhun Davar

Rohit Das

Program Director, Climate and Environment

Rohit is a climate and environmental expert with over 15 years international experience of working in climate adaptation, environment and water resources management in Asia, Africa, and the Middle East.

Rohit has worked for a variety of public and private sector organisations and is passionate about nature-based solutions that deliver resilience, carbon mitigation and biodiversity outcomes. Most recently, Rohit has worked in developing and implementing financial mechanisms that bridge investment gaps in climate and environmental sectors by bringing together a host of investors, beneficiaries, and other stakeholders. In the past, Rohit has advised several development financial institutions on identification, preparation and implementation of climate and environmental projects.

Rohit holds an MSc in Water Resources Management and a bachelor’s degree in civil engineering.

Portrait of Patrick Nussbaumer

Patrick Nussbaumer

Head of Climate and Environment, UBS Optimus Foundation

Patrick joined the UBS Optimus Foundation in July 2024 as the Strategic Partnerships Director. He brings extensive experience in private sector development and impact finance, particularly in frontier markets. In his role, he is responsible for developing and nurturing collaborations to co-create impactful programs, mobilize expertise and resources, and deploy innovative instruments aimed at scaling solutions and maximizing impact.

Throughout his career, Patrick has worked in academia and across both private and public sectors, gaining over 20 years of experience in addressing contemporary challenges, with a focus on climate change, mission-driven companies, and startup acceleration. Before joining the Foundation, he held positions at the United Nations, where he designed and implemented flagship interventions.

Patrick holds a degree in engineering, complemented by a PhD in environmental sciences. He is fluent in English, French, and Spanish, and his work is widely published, with more than 20 peer-reviewed articles to his name.

Portrait of Michael Rieser

Michael Rieser

Program Director, Social Finance

Michael joined the Social Finance team at the UBS Optimus Foundation in 2020. He focuses on social investments into businesses and development impact bonds in the area of environment, education, and health. Michael has a special focus on equity investments into impactful businesses.

Prior to joining UBS Optimus Foundation, Michael worked for the Clinton Giustra Enterprise Partnership (CGEP), an initiative of the Clinton Foundation in Côte d’Ivoire, Southeast Asia, and New York. During the three years at CGEP, he we was building social businesses from scratch and developed business cases for new social investment opportunities. Before joining CGEP, Michael worked in academics as a research assistant in the field of political economics.

Michael has a Bachelors degree in economics from the University of Basel and a Master's degree in economics from the Barcelona Graduate School of Economics.

Regional Programs and Impact Transparency

Portrait of Martine Gaus

Martina Gaus

Head of Strategic Partnerships

Martina manages a team of strategists who deal with institutional partners and clients. In order to scale effective solutions for impact, UBSOF aims to work across the public and private sectors in multi-stakeholder partnerships, using all available instruments of funding impact, and collaborating across all divisions at UBS to achieve system-level change for good.

Her own career reflects the interdisciplinary approach of the team, with her former roles on the programmatic team (Head of Director for Strategy & Performance/MEL), on the philanthropy advisory team (Head of the UBS Philanthropy Services Switzerland) and in foundation management (Head of UBS Philanthropy Foundation Switzerland).

Before joining our team, she worked for a decade as a strategy consultant for UBS Wealth Management, Strategy& (former Booz & Company), and Executive Insight.
Martina holds a doctoral degree in Economics and Sociology and a Master in Business Administration from the University of St. Gallen HSG, complemented by a CAS from the Center for Development and Cooperation NADEL at ETH Zurich.

Portrait of Cody McKinney

Matthew MacGregor-Stubbs

Director, Impact Transparency

Matthew joined the UBS Optimus Foundation in November 2024 and leads on impact measurement and management across the Foundation’s activities including grantmaking, impact investments and outcomes-based financing. Matthew also leads the Foundation’s Impact Transparency agenda, promoting evidence-based and impact-driven philanthropy.

Prior to joining UBS Optimus Foundation Matthew spent over ten years working for international education and research organizations in program management, research and measuring learning outcomes. He has lived and worked in countries across Europe, Africa and the Middle East and has provided technical consultancy and research services to multilateral organizations such as the World Bank, UNICEF and UNESCO Institute for Statistics.

Matthew holds a Master’s in Business Administration from Durham University.

Partnerships and Innovation

Portrait of Clarissa Mayer

Clarissa Mayer

Head of Partnerships and Innovation, UBS Optimus Foundation

Clarissa Mayer is part of the Strategic Partnerships team at UBS Optimus Foundation. In her previous role, she worked as a Philanthropy Advisor in the European markets. She joined UBS in 2022 to fully dedicate her efforts towards Social Impact and Philanthropy. Her focus is collective action and initiatives in Environment and Social Finance.

Clarissa is a trained psychologist and completed her Bachelor’s and Master’s in Psychology at the Julius Maximilians University of Würzburg. After completing her studies, she started her professional career in strategy consulting at KPMG. She managed and supported projects from ESG strategy and business model development to large-scale deal and value creation projects in the private sector. In 2021, she joined Impacc gGmbH leading the Due Diligence of their first green and impact investment cohort in East Africa.

As a psychologist, she deeply cares about global equality and creating impact through investment in effective & scalable projects to reshape the economy. After 5 years of strategy consulting, she is bringing together clients & partners to shape their non-profit investment strategies and execute on their purpose.

Portrait of Svetle Ozansoy

Svetle Ozansoy

Program Director, Partnerships and Innovation

Svetle is the Social Finance Transactions Manager at the Optimus Foundation, based in Zurich. In her role Svetle is driving the optimization of the social investment approval and execution process, supports the rest of the team on direct  and fund investment opportunities, and contributes to the structuring and set-up of new blended finance initiatives/funds, as well as to the ongoing management of the existing blended finance fund, the SDG Outcomes Fund.
 
Svetle is an experienced impact investment professional coming from one of the key international development finance institutions active in Europe. Previously based in London, she was responsible for corporate loans, acquisition finance and direct investments in the TMT (telecom) sector in emerging markets for the EBRD (European Bank for Reconstruction and Development) with her projects spanning from North Africa, Central and Eastern Europe to Central Asia. She brings extensive experience in structuring and executing transactions as well as identifying and measuring project impact. Prior to the EBRD, Svetle has been part of the Italian Unicredit Group where she specialized in Project Finance in Turkey, Corporate Risk in Bulgaria and Wealth Management in Italy.

Portrait of Sietse Wouters

Sietse Wouters

Program Director, Partnerships and Innovation

Sietse is program director for Social Finance at the UBS Optimus Foundation. Sietse has worked closely on the design, structuring and contracting of the Quality Education India, Utkrisht Maternal and Newborn Health Development Impact Bonds. Outside of impact bonds Sietse has worked on direct investments of UBS Optimus Foundation in social enterprises and programmes – from investment origination through to management of the investments of the social finance portfolio.

Prior to his current role, he worked within UBS & Society, an umbrella platform within UBS Group, to grow the Bank into a leader in sustainable banking as well as within strategy development at UBS Asset Management.  Before joining UBS he worked in M&A and strategy for ABN AMRO Bank in Singapore and the Netherlands and at Arthur D. Little as a strategy consultant. He has a Master’s degree in Industrial Engineering and Management Science specializing in Process Technology from the University of Groningen in the Netherlands. and grew up in the Netherlands, Botswana and Kenya.

Our network's board members

Australia

Anthony Sweetman (Chair)

Joseph Azoulay

Nicole Dunn

Peter Mason

Jo-Anne Avellano

Alison Telfer

Clinton Wong

Europe

Christine Novakovic (Chair)

Alejandro Velez

Cherstin Seybold

Dr. Lars Kloster

Dr. Mischa Eckart

Giovanni Ronca

Maya Ziswiler

Hong Kong

Amy Lo (Chair)

Gaetano Bassolino

Tim Wannenmacher

Tom Hall

Dr. Peter Kah Kit Lee

India

Mickey Doshi (Chair)

Puneet Matta

Sumit Jalan

Singapore

Jin Yee Young (Chair)

Claire Chua

Patricia Quek

Benjamin Cavalli

Nicolo Magni

Thomas Kaegi

Hock Yong Chew

Dr. Chi Chui Tan

Switzerland

Sabine Keller-Busse (Chair)

Iqbal Khan

Anton Simonet

Aleksandar Ivanovic

Jeffrey Williams

Stefan Seiler

Lilian Macharia

Michael Ambühl

Suzanne Siskel

United Kingdom

Andreas H. Luginbuehl (Chair)

Eva Lindholm

Pilar Rocafort

Victoria Hagmann

Christopher Holder

Dominic Vail

Dr. Patricia Turner

Vineet Bewtra

United States

Robert Karofsky (Chair)

Brian Hull

Robin Bruce

Wendy Rubin

Jason Sweitzer

Sarah Salomon