Awards for Distinction 2023 – Best Private Bank – Philanthropy

Best Private Bank Philanthropy


UBS Global Wealth Management APAC

Best Private Bank – Philanthropy

Ming Geng

Head of philanthropy and social impact for Greater China
UBS Global Wealth Management APAC

Sheryl Fofaria

Head of philanthropy and social impact for Southeast Asia
UBS Global Wealth Management APAC

We are delighted to be recognized for the Philanthropy and Social Impact offering and partnerships we provide to our clients. Together with our clients, UBS Optimus Foundation supports over 100 programs across Asia, shaping the philanthropy ecosystem locally, regionally and globally. We’re proud that an ever growing number of UBS clients see us as their trusted advisor and philanthropic partner of choice. Their passion combined with our expertise has made a fundamental difference to many lives and our environment. But, we still have much to accomplish and will continue to move the needle, innovate and partner for maximum impact as we transition from a GDP-centric economy to an ‘impact economy’ that genuinely values people and the planet in every investment decision.

What was behind the judges’ decision?

  • With over two decades of commitment to driving impact, UBS started its Optimus Foundation in 1999. It aims to connect clients with inspiring entrepreneurs, new technologies, and proven models that seek to make a measurable, long-term difference to the most serious and enduring social and environmental problems. During the review period, UBS demonstrated how its over 130 philanthropy experts have assisted its clients in different ways
  • UBS also recognises the need to help the next generation to understand more about philanthropy by providing education to the next generation and equipping them with valuable opportunities and resources
  • The judging panel is also impressed by UBS’s offering in the donor-advised fund channel, which is exclusive for UBS clients, with no set-up for annual fees, and UBS will cover the administration costs

What we said

“In this newly added category, UBS Global Wealth Management surprised the judging panel at Asian Private Banker with its committed effort to building and delivering a dedicated and professional platform in Philanthropy for its clients,” said Carly Lau, senior reporter, Asian Private Banker.

“With two decades of commitment, UBS Global Wealth Management has been a pioneer in providing its clients with the most thorough platforms, specialists, and solutions seeking to drive an impact. The bank started its Optimus Foundation in Asia about 10 years ago to provide a more diverse way for clients in Asia who want to begin their charitable journey.

“UBS Global Wealth Management is also one of the few private banks in the region that provides various philanthropic vehicles to its clients, including donor-advised funds, social financing, or collective giving. The bank also provides its GWM clients with the largest community of like-minded clients worldwide to connect on philanthropic projects. For these reasons, Asian Private Banker is delighted to honour UBS Global Wealth Management as the Best Private Bank for Philanthropy.”

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