UBS Philanthropy

To maximize your impact, locally, nationally and globally.

We are dedicated to finding innovative ways to tackle some of the world’s most pressing social and environmental problems. Building on our 20-year track record and applying an investment-based approach, our global team makes it simpler for you and your family to manage your philanthropy and maximize your impact.

Financially Speaking with Mitch Slater

Financially Speaking with Mitch Slater is about boosting your own financial power as we help educate you about the bigger picture in the world of personal finance, marketing and business. We dive into what makes entrepreneurs, authors, celebrities like Larry King and others tick, focusing on their stories of excellence and gratitude.

UBS advisor podcasts

UBS Optimus Foundation with Phyllis Costanza


All about giving and what UBS does with the Optimus Fund and Phyllis' background • Sources: The risk of harm to young people in institutional care • Effects of institutional rearing and foster care on psychopathology at age 12 years in Romania: follow-up of an open, randomised controlled trial • The risk of harm to young children in institutional care. https:// • Own your worth • Development aid stable in 2017 with more sent to poorest countries • Where every drop counts: tackling rural Africa’s water crisis • Department of Health and Human Services: FY2019 Budget Request Expected New Cancer Cases and Deaths in 2020 • Cancer in developing countries: facing the challenge • Development impact bonds are not financial products • The UBS Optimus Foundation is a grant-making foundation that helps UBS clients use their wealth to drive positive social change for children. The foundation selects programs that improve children’s health, education and protection, ones that have the potential to be transformative, scalable and sustainable. • UBS joined forces with BOTTLETOP to create #TOGETHERBAND to raise money for selected charities. Bottletop and UBS Financial Services Inc. are not affiliated. • This presentation is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. The views and opinions expressed may not be those of UBS Financial Services Inc. UBS Financial Services Inc. does not verify and does not guarantee the accuracy or completeness of the information presented. No affiliation, association, sponsorship or endorsement is suggested or implied by UBS to any person, entity, company or organization mentioned in this presentation, although UBS may have or have had a relationship with, or may provide or have provided products and/or services to, certain persons, entities, companies and/or organizations mentioned herein. • In providing wealth management services to clients, UBS offers both investment advisory and brokerage services which are separate and distinct and differ in material ways. For information, including the different laws and contracts that govern, visit UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

Together we can make a difference – with your passion and our expertise.

Developed over more than two decades, our platform provides access to the guidance and resources to manage your giving in the most efficient way while ensuring that it is doing the most good. It is based on three core pillars: comprehensive advice, shared insights and execution services.

What does effective philanthropy look like?

We provide holistic advice to clients and their families, whatever their philanthropic goals. So whether you are considering establishing your first charitable fund or wanting to ensure your current portfolio is tax efficient, our team of experts is ready to help.

Where can I see programs in action?

Make the best-informed decisions about your philanthropy. We connect people and insight through our global network – anything from a report on the latest charitable giving tax rules to a networking event with fellow philanthropists.

Which programs have the most promising solutions?

We offer a number of execution services, giving you flexible options on how you manage your philanthropic investments. They include in-house structures which make it easier and more cost-effective to put your strategy into practice.

The bigger picture

Systemic change can drive solutions to the world’s problems

Your philanthropy helps to address the world's most pressing social issues including those related to poverty, inequality, climate, environmental degradation, prosperity, and peace and justice.1

783 million

People live below the international poverty line of US$1.90 a day

1 billion

People worldwide that have no access to healthcare

617 million

Youth worldwide lack basic mathematics and literacy skills1


People lack access to safely managed drinking water services

~50% rise

In global emissions of CO2 since 1990

Together for a sustainable future

17 UN Global Goals will unite us.
Join the global movement.

UBS's commitment

Learn how UBS drives change that matters in finance, philanthropy, communities and business.

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