Together we can create a better future

Shaping philanthropy

Want to learn more about UBS and philanthropy?

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, locally, nationally and globally.

Get access to the guidance and resources to manage your giving in the most efficient way while ensuring that it is doing the most good.

Our key philanthropy areas

At UBS Ultra High Net Worth (UHNW), we are proud to partner with visionary philanthropists. We combine your passion with our expertise to achieve great impact and leave a lasting legacy, no matter at what stage of a philanthropic journey you are.

Strategic advisory

Our philanthropy advisors help you reach sound decisions about your philanthropic ambitions.

Do you seek direct involvement with your beneficiaries? Or prefer to remain behind the scenes? Whatever your motives, needs and expectations, our structured and tested advisory approach will ensure that your philanthropy is personal and rewarding.

We help you to reach sound decisions about your philanthropic ambitions in private advisory sessions. This can include everything from deciding where to begin and how to give, to scaling your work and measuring your impact. Whatever your challenge, hurdle or vision, our experts are your partner for the journey.

Exchanging Knowledge

The Global Philanthropists Community is an exclusive members only network supported by UBS.

Philanthropy is about finding solutions. We believe the best solutions are created when people connect and collaborate. As the world’s leading wealth manager, we are able to leverage our global network for the benefit of our philanthropic clients.

The Global Philanthropists Community is an exclusive members only network supported by UBS. It is designed to connect active philanthropists with similar interests through its private online portal and dedicated gatherings. As a member of the community, you will be able to share best practices and facilitate collaboration with other philanthropists to drive greater impact.

Membership includes:

  • Connections: introductions through a Philanthropy Advisor to other philanthropists based on your submitted profile.
  • Engagement: invitations to events and opportunities relevant to your philanthropic interests.
  • Knowledge: opportunities to share your work and expertise  as well as learn from fellow members.

How to join?

  • To ensure you can connect with like-minded peers, membership is by invitation only.
  • Should you be interested in finding out more, please contact your UBS UHNW client advisor or philanthropy advisor.

Giving opportunities

The UBS Optimus Foundation makes UBS unique in the financial industry.

The UBS Optimus Foundation makes us unique in the financial industry. Only UBS has a foundation that is staffed by leading experts in philanthropy and has a client offering designed to deliver measurable, long-term benefits to the world’s most vulnerable children.

Through our Foundation, you are connected to a world-class grant-making team, who selects only the most innovative and impactful projects aiming to improve the lives of children across the globe.

Insights & Toolkits

We offer you access to dedicated philanthropic research and a global network of platforms, where philanthropists meet to exchange ideas.

"The Global Philanthropy Report: Perspectives on the global foundation sector" (2018)

The most comprehensive analysis to date of global philanthropic practices and trends. The report is authored by researchers at the Hauser Institute for Civil Society at Harvard University and funded by UBS.

Reports: New Values and Vision: Perspectives on Philanthropy in 21st Century China (2017)

An exploratory study of philanthropic giving among China's very wealthy citizens.

Study conducted by Harvard University, available in English, Traditional Chinese and Simplified Chinese.

Philanthropy Compass

Deciding on how to go about your philanthropy is not always easy and there are many questions to consider. This is why we have created the UBS Philanthropy Compass, a practical guide for you to bring about meaningful change through your philanthropic endeavours.

The Compass is a handbook that can help you to become an impactful philanthropist by discussing the key issues any philanthropist should consider when shaping his or her philanthropy. The Compass guides you through the necessary building blocks and addresses the key questions of how to plan one’s own philanthropy, how to implement it, as well as how to engage with others.

Fundraising guide: A resource for philanthropists

Understanding how to access additional resources, how to find funding collaborators and ultimately how to fundraise is a common challenge for many philanthropists. While significant resources exist for professional fundraisers, little exists for philanthropists themselves. For this reason we have developed the Fundraising Guide: A Resource for Philanthropists, to help philanthropists plan, initiate and execute a successful fundraising drive.

This handbook has been developed with philanthropists in mind, to help guide you in your fundraising and resource mobilisation activities. It is designed to lead you on a journey, from asking yourself the key question of why you want to fundraise and in turn why would someone give, to developing and implementing a plan, who to approach and how elicit support.

Creating impact through philanthropy: A Nordic perspective (2017)

A perspective on philanthropy and social investment by wealthy individuals in Denmark, Finland Norway, and Sweden.

Study conducted in partnership with the Swedish Entrepreneurship Forum. Published 2017.

From prosperity to purpose: Philanthropy Report Latam (2015)

A perspective on philanthropy and social investment by wealthy individuals in Latin America with a focus on Argentina, Brazil, Chile, Colombia, Mexico and Peru.

Study conducted by Harvard University in 2015, available in English, Spanish and Portuguese.

Africa’s wealthy give back:
Philanthropy Report Africa & Key Findings (2014)

A perspective on philanthropy and social investment by wealthy Africans in sub-Saharan Africa with a focus on Kenya, Nigeria and South Africa.

Study conducted in partnership with Trust Africa in 2014.

Revealing Indian Philanthropy: Report India (2013)

A perspective on on philanthropy and social investment by wealthy Indians.

Study contucted in partnership with LSE India Observatory in 2013.

Social Entrepreneurship in China: Report China (2013 )

A perspective on philanthropy and social investment in China.

Study contucted in partnership with different organizations in 2013.

Family Philanthropy in Asia: Report Asia (2011)

A perspective on philanthropy and social investment by wealthy Asians.

Study contucted in partnership with INSEAD in 2011.