About us

With a team of close to 90 philanthropy experts in 12 locations, we can support you wherever your philanthropic objectives lead.

Phyllis Costanza

Head of Social Impact
CEO UBS Optimus Foundation

Phyllis Kurlander Costanza is Head of Social Impact and CEO UBS Optimus Foundation. She is committed to making UBS a force for driving positive change in society and the environment for future generations. As part of the Sustainability and Impact group, Phyllis oversees client and community philanthropy globally, the UBS Optimus Foundation and social finance.

Phyllis is also dedicated to finding innovative ways to use finance to tackle some of the world's most pressing social and environmental issues. In her role as CEO UBS Optimus Foundation, she applies an investment-based approach, making it simpler for clients and their families to manage their philanthropy and maximize their impact. Since starting at UBS in 2011 she's been instrumental in reshaping the UBS Optimus Foundation's strategy.

Prior to UBS, Phyllis was a senior executive and board member of the Children's Investment Fund Foundation (CIFF). She also has more than a decade of experience as a management consultant and has worked in the public sector for New York State Governor Mario Cuomo.

Phyllis is a member of the USA Charity Board of Directors of Educate Girls, board member of the International Center for Research on Women (ICRW), board member of the Blue Earth Foundation, Feusisberg and a board member at UBS Optimus Foundation UK. She is also a senior advisor to the Education Outcomes Fund for Africa and the Middle East, member of the Harvard University Women’s Leadership Board, and a member of the Council of Foreign Relations.

Phyllis holds a Master of Public Policy from Harvard University's John F. Kennedy School of Government. 

Tom Hall

Head UBS 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. 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.

Tom is a Politics graduate from Exeter University and has professional qualifications in marketing (CIM), fundraising management and financial planning.

Grégorie Muhr

Head Philanthropy and Impact Insights & Philanthropy Services EMEA

Grégorie leads the UBS Philanthropy Services and Impact EMEA & CH team. Drawing on over 15 years of experience in the for-profit and non-profit sector, she also advises wealthy families on how to have impact with their wealth – in particular on their philanthropic aspirations and social investing.

Prior to joining UBS in 2007 as a Client Advisor, Grégorie had several experiences in large French companies in human resources. She also led various strategic and change management projects aiming at improving gender diversity in leadership. She gained firsthand experience in the foundation world by working for the UBS Optimus Foundation where she was responsible for fundraising and was also involved in landscape analysis, project selection, and project evaluation on the ground.

Grégorie co-authored Sea beyond the Blue – a guide on the oceans for philanthropists and changemakers, and the UBS Fundraising Guide: A Resource for Philanthropists. She also led the UBS/TrustAfrica study on African Philanthropy Africa's Wealthy give back and worked on the elaboration of the UBS Philanthropy Compass a methodology to advise philanthropists.

She holds a Master of Sciences in Management of Human Resources and Labor Relations from the University of Paris 2 Panthéon-Assas and a B.A. in Economics from the University Paris 1 Panthéon-Sorbonne.

Sarah Salomon

Head, Family Advisory & Philanthropy Services, Americas

As Head of Family Advisory and Philanthropy Services Americas, Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent.  Family Advisory and Philanthropy Services serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

A veteran of UBS Financial Services for over twenty years, Sarah has served in a range of capacities including assistant market head for Private Wealth Management in Chicago, where she was responsible for understanding the needs and identifying solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Prior to that, she served as regional sales manager in the Midwest; branch sales manager in Chicago and New York City; interim manager of employee communications in Hong Kong; team member in the UBS acquisition and integration of Piper Jaffray; municipal bond portfolio specialist; and strategic analyst. She began her tenure with UBS in the Graduate Talent Program.

Sarah earned the Family Firm Institute Certificates in Family Wealth Advising and Family Business Advising as well as the Chartered Advisor in Philanthropy® from the American College of Financial Services. She is a member of the Purposeful Planning Institute and completed the Education for Philanthropy Professionals course from the Stanford Center on Philanthropy and Civil Society. Sarah is a graduate of Bucknell 20University and lives in Glencoe, Illinois with her husband, two daughters, and goldendoodle. Sarah is also Series 7, 9, 10, 63 and 65 licensed.

Susan Sy

Head Family Advisory
Philanthropy Services APAC

Susan has over a decade of experience in the area of philanthropy, partnership development, grant making and project management. She assists individuals and families in family succession and legacy planning. And by doing so, helps clients realize their philanthropic aspirations through advice on strategic philanthropic giving and structuring legacy vehicles to maximize their reach and impact.

Susan holds a Master of Business Administration from Henry Tippie College of Business, University of Iowa and is a graduate of the RMIT University where she majored in Business Management and Marketing.

Christina L. Y. Tung

Managing Director
Head UHNW & Family Office Solutions Group,
Greater China
UBS Global Wealth Management

Christina Tung has been with UBS Global Wealth Management Hong Kong for 15 years. She is overseeing four business functions to drive the business strategies in Greater China - Client Development, Family Advisory & Philanthropy Services, Marketing and the UHNW and Family Office Solutions Group. In addition, she heads up the UBS Optimus Foundation Hong Kong.

The UHNW & Family Office Solutions Group (“Solutions Group”) is an integrated cross-functional team to deliver tailored holistic solutions to the UHNW and Family Office clients. It creates greater synergy and efficiency by pooling together and leveraging the strengths and capabilities across the whole bank.

Christina currently serves as a board member of CNEX Foundation, a non-profit organization based in mainland China, Hong Kong SAR and Taiwan. CNEX is devoted to preserving cultures of Chinese communities, in the forms of visual and audio documentaries.

Prior to UBS, Christina held diverse positions in both business and non-profit sectors for 10 years. She has experience in institution development, event management, marketing and communications.

Education

She holds a Master degree in Communication Management from University of Southern California and a Bachelor degree in Law from University of London. She speaks fluent English, Mandarin and Cantonese.

Sophie Eisenmann

Head of Philanthropy Services Europe, UBS Europe SE

Sophie Eisenmann is Head of Philanthropy Services Europe at UBS and also heads up the UBS Optimus Foundation Europe. She has many years of experience in philanthropic consulting for individuals, families, foundations and companies.

Her focus is on developing appropriate strategies for the philanthropic engagement of individuals, family groups or organizations. In doing so, she accompanies the process from the formulation of a vision and strategy, through the definition of a suitable structure, to the selection of projects with the highest degree of effectiveness. She pays particular attention to networking partners and like-minded people. In addition, Sophie has a deep expertise in social blended finance models and outcomes-based contracts as important instruments in driving evidence-based scalable impact.

Sophie Eisenmann joined UBS in 2018. She is co-founder of Yunus Social Business Global Initiatives (YSB), a philanthropic venture fund founded by Nobel Peace Prize winner Prof. Yunus. Previously she worked for Siemens Management Consulting in Munich and GE Capital in London and Amsterdam.

She has taught social business and impact investment at the universities of Milan, Bogota and Tirana on.

She holds an MBA from the European Business School, Oestrich-Winkel Germany and an MBA in International Business from INSEAD.

Dickson Lim

Head of UBS Philanthropy Services SEA

 

Dickson leads the UBS Philanthropy Services SEA team, and is a seasoned and trusted Senior Philanthropy Advisor to prominent philanthropists across Asia, contributing award-winning, high-impact strategies and initiatives to establish their philanthropic legacies. Dickson spent more than 17 years serving in senior positions, and advising the leadership of leading non-profit organisations in the healthcare, education and social service sectors. Critical to their success are systemic solutions designed for strategic and innovative efficacy. Dickson regularly mentors the next generation of family successors and their foundations to invest in sustainable and scalable philanthropic programmes, to maximize impact at local, national and regional levels.

Prior to serving the non-profit sector, Dickson spent 10 years in engineering, developing strategic investments and exclusive distributorships of semiconductor manufacturing equipment across Asia.

Dickson holds a Master of Technology Management from Griffith University, and Bachelor of Engineering from National University of Singapore, majoring in Automation and Design. Dickson is also a qualified Trust and Estate Practitioner (TEP), and holds a Diploma in International Trust Management from the Society of Trust and Estate Practitioners (STEP).

Anthony Donatelli

Executive Director
Chief of Staff, Philanthropy Services
Head, Philanthropy Services UK
UBS Group Sustainability  & Impact 

Having worked for UBS in various capacities in New York, Sydney, and London, I joined UBS Philanthropy Services in April 2015. We help our clients maximize their impact from giving through investing. Our team has advised over 1500 clients and are passionate about finding ways to catalyze solutions to the pressing social and environmental issues the world faces.

As Head of Philanthropy Services UK, I am responsible for the end-to-end delivery of our platform to clients, including serving as the responsible executive for the UBS UK Donor-Advised Foundation and UBS Optimus Foundation UK. As Chief of Staff, I lead the global implementation of the philanthropy platform, including marketing and distribution of UBS’s unique social finance offering (Development Impact Bonds, Programme Related Investments, for example) as well as managing and curating global thought leadership, insight trips to locations like Liberia and Nepal, and conferences/events.

The UBS Donor Advised Foundation gives our UK clients all the benefits of their own charitable trust without any of the associated costs or regulatory requirements. It is a simple, flexible and anonymous way to engage in philanthropy.

UBS' Optimus Foundation is an offering to clients which helps them to get the best possible social return on the grants they make. We help clients co-invest in game-changing, strategic philanthropy, giving them the opportunity to invest in projects that can be successfully scaled to help solve global problems.

I graduated with dual Bachelor of Arts degrees from Boston College in History and Education and earned my MBA through Duke University's Fuqua School of Business.

My passions are my family, running and triathlons, mentoring young adults, and traveling.