Winners Rationale

“UBS Global Wealth Management APAC (UBS GWM APAC) has been recognised as Best Private Bank – Philanthropy for its exceptional leadership in transforming charitable giving into a strategic pillar of wealth management,” said Audrey Raj, editor of Asian Private Banker. “UBS distinguishes itself through a ‘one-stop shop’ model that seamlessly integrates insights, personalised advice, and execution. 

“The bank leverages the UBS Optimus Foundation to provide clients with evidence-based, scalable solutions that address critical global issues such as education, health, and climate change. A key differentiator is the bank’s commitment to transparency: 100% of client donations go directly to programmes, as UBS covers all administrative and management costs.

“The bank’s leadership in innovation is further evidenced by its pioneering work in social and blended finance. By utilising instruments such as Development Impact Bonds and impact loans, UBS GWM mobilises private capital to drive systemic change. Notable achievements include the closure of the SDG Outcomes Fund at a substantial sum and the launch of the Accelerate the Future portfolio, which has already unlocked significant follow-up investments.

“Strategic localisation also remains a core strength. In response to regional needs, UBS has successfully adapted its global mental health strategy for Hong Kong and expanded its philanthropic footprint into Australia and Japan. The introduction of the UBS Optimus Foundation Australia Donor-Advised Fund and dedicated philanthropy services in Japan ensures clients can give both locally and globally through tax-efficient structures.

“Through exclusive communities such as the Global Philanthropists Community and flagship engagement events, UBS continues to empower the next generation of givers. By combining institutional-grade rigour with a deep passion for social impact, UBS GWM APAC has set the standard for philanthropy and once again won the Best Private Bank – Philanthropy award.”