Wealth Management UK

Philanthropy Services

Our philanthropy team helps to ensure that your individual philanthropic goals are achieved. We apply the same rigorous due diligence, monitoring and evaluation to your philanthropy as we would give to your traditional investment portfolio.

We guide clients who are new to philanthropy and need to shape their approach, to those who want to understand how their philanthropy can achieve as high an impact as possible.

Get in touch

If you have any questions or would like to discuss your philanthropy, please contact a member of our team today.

Tom Hall,

Head of Philanthropy Services UK

Vanessa Smye,

Client Relations

Anthony Donatelli,

Business Manager

Your philanthropy options

Whether you are looking for an effective & efficient giving vehicle, a way to involve family in philanthropy, innovative solutions solving world problems, or access to a global network of like-minded peers - our offering can support your philanthropic journey.

UBS Optimus Foundation UK

Connecting you with inspiring entrepreneurs, new technologies, and proven models that bridge a gap preventing children from thriving, the UBS Optimus Foundation UK is a registered charity which focuses on programs that have the potential to be transformative, scalable and sustainable so that you know you are making a real difference to the lives of vulnerable children.

UBS UK Donor-Advised Foundation

Create a lasting legacy and include your family in your charitable giving with a Donor-Advised Foundation, a simple way to build your own charitable fund without the complexity or cost of setting up your own private charitable foundation.

UBS Community Affairs

Do you want to want to partner with an established community program to support education and entrepreneurship in the UK?

We’d like to meet you

Come and see us so we can tell you more about what we can offer you.

UBS does not give tax or legal advice and you should consult your independent tax and/or legal adviser for specific advice before entering into or refraining from entering into any service or investment.