UBS Financial Services has launched a new philanthropic donations scheme for the firm’s wealth management clients in the US enabling them to contribute to the UBS Optimus Foundation.
Through the new service, the foundation – dedicated to the health, education and protection of children around the world -will benefit from the investors keen on improving the lives and potential of children.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Investors in UBS Optimus Foundation will be able to join UBS clients in other parts of the world by accessing the foundation’s network of community-based partner organizations as part of their own philanthropic giving and wealth management planning via the Friends of UBS Optimus Foundation Fund.
The new philanthropy offering will available in the US as the Friends of UBS Optimus Foundation Fund, through a collaboration with National Philanthropic Trust, a donor-advised fund manager.
UBS Group Americas CEO Bob McCann said: "Through the UBS Optimus Foundation, we can provide a unique giving experience that is aligned with clients’ overall wealth management goals. We are proud that our U.S. clients now have the opportunity to invest in established programs that we believe will deliver tangible and measurable results."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
