Endowment / Foundation

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UBS Optimus Foundation

Maya Ziswiler leads the grant-making foundation that UBS Group AG founded in 1999 and continues to fund administratively, meaning 100% of client donations...

UBS Optimus Foundation logo

UBS Optimus Foundation

Maya Ziswiler leads the grant-making foundation that UBS Group AG founded in 1999 and continues to fund administratively, meaning 100% of client donations reach programs. The foundation sits inside the bank but operates as a legally separate Swiss entity, blending traditional philanthropy with structured finance instruments that tie payouts to verified results. The foundation channels capital across health, education, climate, and humanitarian aid — deploying through direct grants, development impact bonds, and impact-linked loans. Confirmed positions include the Educate Girls Development Impact Bond in India with Children's Investment Fund Foundation as outcome payer, a Hewatele impact loan backing medical-oxygen production in Kenya, and a Blue Finance loan tied to marine-protected-area management in the Philippines. The geographic footprint spans sub-Saharan Africa, South Asia, and Southeast Asia. UBS covers all overhead; the foundation's network includes UBS Optimus Foundation India and the UBS Optimus Foundation Network, which pools Swiss- and UK-domiciled donor-advised vehicles. The team participates in the Outcomes Finance Alliance — which it helped found — and the SDG Impact Finance Initiative alongside the Swiss government. In 2024 the foundation extended its outcomes-based financing work in West Africa through a partnership with the Jacobs Foundation targeting education outcomes in Côte d'Ivoire and Ghana. The foundation's structural distinction is that it does not raise a blind pool: every commitment is a discrete deal with named co-investors (CIFF, the Swiss government, Jacobs Foundation) and a published results framework. This pay-for-success architecture turns UBS wealth-management clients into direct co-funders of specific interventions, not general charitable donors.

General information

Firm type

Endowment / Foundation

Year founded

1999

Location

Region

Europe

Country

Switzerland

City

Zurich

Corporate office

Zurich, Switzerland

Principals

Tom Hall

Global Head of Social Impact and Philanthropy; CEO of UBS Optimus Foundation Network

Maya Ziswiler

CEO of UBS Optimus Foundation

Suni Harford

Chair of the Board

Sector focus

EducationHealthcare ServicesClimateTechEnergy Transition & RenewablesSecondaries & Special Situations

Frequently asked questions

Who runs investment decisions at UBS Optimus Foundation?

Maya Ziswiler serves as CEO of the foundation, while Tom Hall is Global Head of Social Impact and Philanthropy at UBS and CEO of the UBS Optimus Foundation Network. The board is chaired by Suni Harford.

How does the foundation source deals?

Deals are sourced through UBS's on-the-ground partnerships with outcome payers, governments, and co-investors like the Children's Investment Fund Foundation and the Swiss government's SDG Impact Finance Initiative. The foundation also works through the Outcomes Finance Alliance, a group it helped found.

Does UBS Optimus Foundation make grants or investments?

It does both. The foundation makes traditional grants and also structures development impact bonds and impact-linked loans, such as the Hewatele loan for medical oxygen in Kenya and the Blue Finance loan for marine conservation in the Philippines.

Does the foundation participate in fund commitments or only direct deals?

The model is direct: every deal — whether a bond, a loan, or a grant — is a discrete, named transaction with identified co-investors and a published results measurement framework.

What is the foundation's relationship with UBS Group AG?

UBS Group AG founded the foundation in 1999 and covers all of its administrative and operational costs. The foundation is a legally separate Swiss entity, so 100% of client contributions flow to program work.

Where does the underlying capital come from?

Capital comes from UBS wealth-management clients who donate or co-invest through the foundation's platform, including donor-advised vehicles domiciled in Switzerland and the UK under the UBS Optimus Foundation Network.

What is UBS Optimus Foundation's posture on co-investments alongside external partners?

Co-investment is fundamental to the model. The foundation routinely partners with outcome funders like the Children's Investment Fund Foundation and Jacobs Foundation, as well as with government-backed initiatives like the SDG Impact Finance Initiative.

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