Social Impact and philanthropy experts | UBS Optimus Foundation

Enriched family-office · Found: 2026-03-11 08:11

Focusing on programs and global impact ventures that have the potential to be transformative, sustainable, and scalable.

Source: https://www.ubs.com/global/en/sustainability-impact/social-impact-and-philanthropy/optimus-foundation/who-we-are.html

Funding Details

Deadline

Unknown — UBS Optimus Foundation is invitation-only/proactive, no open unsolicited calls (Unknown)

Contact

Tom Hall, CEO of UBS Optimus Foundation network and Head of Social Impact and Philanthropy at UBS. Offices in Australia, Europe, Hong Kong, India, Singapore, Switzerland, United Kingdom, and United States.

Last Checked

2026-03-15 11:51

Application Checklist

Eligibility

• Organization must demonstrate scalable solutions with potential for systemic, catalytic impact
• Must use evidence-based approaches with robust impact evaluations, often in collaboration with academic institutions
• Must have a clearly defined exit strategy to ensure long-term viability and sustainability
• Organization must show collaborative approach and partnership capacity

Project Scope

• Programs must align with one of four focus areas: health, education, child protection, or climate/environment

Required Documents

• Must demonstrate transparency with clear performance metrics and accessible findings

Constraints

• No open application portal — funding is sourced through UBS client referrals, Foundation vetting pipeline, or partnership channels

Historical Context

Established over 25 years ago. Won Euromoney Best philanthropic advice globally 2017-2022. Publishes annual reviews (available for 2021-2024). Has supported 59 impact ventures and 8 incubators/accelerators. Plans to disburse over $1.5 billion in target sectors.

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