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New York, June 16, 2025 – �鶹�� today announced the expansion of the �鶹�� Optimus Foundation offering in the US. The foundation, a client-facing giving platform that supports clients’ philanthropic goals through flexible, tax-advantaged giving solutions now provides access to an expanded portfolio of programs across the United States in addition to the full portfolio of existing global programs. 

Clients can support a suite of national-scale programs, sourced and vetted by a team of dedicated philanthropic experts, that advance solutions across education, health, the environment, and emergency response and resilience. The �鶹�� Optimus Foundation continues to expand its US portfolio and now has 15 nonprofit partners on the front lines of the country’s most pressing challenges. �鶹�� covers all administrative costs of the Foundation, ensuring 100% of each donation received supports the Foundation’s programs and mission. �鶹�� will also provide up to a 10% match on client and employee donations to both incentivize and magnify the impact of giving (subject to availability).

As a registered 501(c)(3) public charity, the �鶹�� Optimus Foundation US provides enhanced capabilities for clients, including now being able to accept Required Minimum Distributions (RMDs) from IRAs as Qualified Charitable Distributions (QCDs).

Bea Martin, �鶹�� Group Executive Board Lead for Sustainability & Impact, says:

“At �鶹��, we believe wealth management and philanthropy are deeply intertwined, and we are proud of our long track record in this field. We help to connect philanthropists and investors with impactful organizations and social entrepreneurs. Expanding access to philanthropic opportunities will make it easier for our clients to create meaningful, lasting impact across their local communities.” 

Robert Karofsky, �鶹�� Co-President of Global Wealth Management and President Americas, and Executive Chair of the �鶹�� Optimus Foundation US, says:

“As we continue to invest in our US business, we are pleased to be able to bring our US clients a truly differentiated philanthropic offering that puts their personal giving needs and preferences first. Expanding the Foundation’s presence in the US enables our clients to easily support the causes and communities most important to them, through a network of leading nonprofit partners, facilitated by a streamlined and flexible philanthropic experience.” 

Sarah Salomon, Head of Sustainability and Impact Americas, �鶹��, says:

“This enhanced offering was built with our clients’ needs at the center – from a simplified giving process and expanded access to US nonprofit partners catalyzing tangible change across our country. We’re offering a high-integrity solution that makes it easy for clients to support the causes they care about most, backed by rigorous vetting, transparent reporting, and the opportunity to amplify their impact through �鶹��’s matching contribution.” 

To learn more about the �鶹�� Optimus Foundation US, visit ubs.com/optimus

About the �鶹�� Optimus Foundation

Established 25 years ago, the �鶹�� Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by �鶹��, that offers �鶹�� clients a platform to use their wealth to drive positive social and environmental change. The Foundation selects programs that have the potential to be transformative, scalable, and sustainable. The �鶹�� Optimus Foundation’s US programs complement the Foundation’s 300+ global programs in 75+ countries.

About �鶹��

�鶹�� is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. �鶹�� manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. �鶹�� helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. �鶹�� Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).