20 years ago, we established UBS Optimus Foundation to partner with our clients and employees and help them to improve the lives of the most vulnerable around the world. Since that time, we've raised more than half a billion US dollars.
For the last two decades, our foundation has focused on health, education and protection of children – as these are some of the most essential factors to ensure a successful future. We have supported innovations from inception to scale, working with social entrepreneurs and enabling social finance to tackle some of the most pressing global issues.
Celebrating 20 years of improving millions of children's lives together with our clients.
In 1999, looking to the future beyond the start of a new millennium, we formed UBS Optimus Foundation − a client-driven foundation linked to a global wealth manager and staffed with philanthropy experts. Since then we've achieved a lot.
13 million children impacted from 2014-2019
USD 525 million funds granted to date
45% invested in healthcare programs
24% invested in education programs
20% invested in child protection programs
11% invested in emergency relief programs
90% of UBS's large clients are giving
From ending poverty to improving health and education – these are some of the issues that we can address.
The UN has established 17 Sustainable Development Goals that it describes as an ‘urgent call for action’ for all countries, both developing and developed to lift hundreds of millions out of poverty, create safe and equitable work environments, and protect our planet. Yet with a USD 2.5 trillion annual investment funding gap, it's clear that a new, more collaborative approach is necessary. We believe that philanthropy at scale is best placed to catalyze profound change required to meet these goals.
We partner with you to maximize your philanthropic impact.
Together we solve social and environmental issues through collaborations that make real impact on a large scale.
UBS Optimus Foundation delivers innovative solutions to pressing social and environmental issues.
Your passion combined with our expertise is making a real difference.
2019 in numbers.
million US dollars raised
million children reached
million US dollars in grants approved*
countries we deploy grants to
years of experience
Philanthropy experts in 12 locations.
Working locally, nationally and globally
We take an evidence-based approach and focus on programs that have the potential to be transformative, scalable and sustainable.
This gives you the reassurance that you are funding innovative projects that have a stronger chance of achieving all-important systemic change*.
Helping children reach their full potential by focusing on three areas
Possible ways to engage
One way is by taking collective action to deliver social impact. Another way is by testing and defining new outcomes-based financial mechanisms to deliver social impact.
The UBS Optimus Foundation Network consists of the UBS Optimus Foundation in
Switzerland, its branch in Hong Kong, and the representative office in China, its sister organizations UBS Optimus Foundation Deutschland, UBS Optimus Foundation UK and UBS Optimus Foundation Singapore, as well as a donation platform in the United States.
We receive funds from UBS, its clients and employees.
We give grants to program partners that are helping underprivileged or vulnerable children and youth around the world in the areas of health, education and child protection, as well as funds for emergency response. Additionally, in 2019, we added environmental and climate philanthropy to our offering.
Our Network is governed through individual Boards in Switzerland, the UK and Germany. The Boards are made up of UBS employees and independent external members (except for the German Board, which comprises only UBS employees).
Annually, a strategic meeting of representatives from each of these Boards is held in Zurich, Switzerland.
To make sure we have the highest standards of transparency in terms of decision making, and in line with good governance practices, the Network has established a Network Management Committee.
Sergio P. Ermotti, Chair, UBS
Ulrich Körner, UBS
Amy Lo, UBS
Beatriz Martin Jimenez, UBS
Robert J. McCann, UBS
Christian Wiesendanger, UBS
Michael Ambühl, external expert
Christopher Holder, external expert
Sonal Shah, external expert
Theo Sowa, external expert
Fay Twersky, external expert
Jeffrey R. Williams, external expert
Eva Lindholm, Chair, UBS
Phyllis Kurlander Costanza, UBS
Siobhan McDonagh, UBS
Edoardo Rulli, UBS
Jo Ensor, external expert
Dominic Vail, external expert
Phyllis Kurlander Costanza, CEO
Tom Hall, Head UBS Philanthropy Services
Nina Hoppe, COO
Maya Ziswiler, Head, Programs and Social Finance