Passionate philanthropy Private Wealth Management

Our passionate commitment to philanthropy

The better we understand your philanthropic passions, the more effectively we can help you transform them into meaningful impact. Whether you are the leader of your governing board or your children‘s school board, we‘re committed to helping you develop a charitable giving program that reflects your vision and values.

The UBS Optimus Foundation

Game changers. Life changers.
At Alignment Partners, we’re driven to provide advice that improves people's lives and makes the world a better, more sustainable place for us all.

Through the UBS Optimus Foundation, we can connect you with inspiring entrepreneurs, new technologies and proven models that get the good work done. The UBS Optimus Foundation doesn‘t work with the usual suspects. They seek out and offer you the game changers. They focus on programs with the potential to be transformative, scalable and sustainable in the areas of child health, education and protection. In fact, only 5 percent1 of programs meet their tough standards. With our global coverage, proven expertise and deep understanding of the world of philanthropy, our team can work with you to transform good ideas into great programs for the benefit of vulnerable children around the world.

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Impact investing

Connecting people, planet and profit.
Around the world, there is a growing interest in market solutions that hold companies more accountable and help ensure they make a positive impact. More and more, investors are participating in this sustainable investment strategy, incorporating social, environmental and governance factors into their investment decisions. Through impact investing, one type of sustainable approach, we are helping many of our clients use their wealth to contribute toward a more renewable society—as well as a potentially profitable portfolio.

How it works
At UBS, we define impact investments as those that finance companies, organizations and funds make with the intention of generating social or environmental impact alongside a financial return. Impact investing adds a third dimension to traditional investing—the inclusion of non-financial criteria in our evaluation of opportunities.

What qualifies as an impact investment?
In addition to the generation of financial returns, three other criteria define an impact investment solution:

  • Intent
    The solution must have a stated and explicit intention to generate positive social and/or environmental impact.
  • Measurement
    The outcomes of the investment should be tied to specific metrics and measured against a base case or benchmark.
  • Verification
    There needs to be established proof that the invested capital itself is positively correlated with the intended outcome. Proof of verification requires scientific and/or statistical tests linking impact to outcome.

While still comparatively small, the impact investing industry is growing quickly and is currently one of the most innovative and vibrant segments of the financial markets. We‘d welcome the chance to talk about how impact investing could fit into your overall wealth strategy.

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Read more about global philanthropy