UBS is a global financial services firm with a 150-year heritage serving corporations, governments, institutions, and individuals. Headquartered in Zurich and Basel, Switzerland, UBS has offices in more than 50 countries.

The UBS Group has four business divisions, including Wealth Management & Swiss Bank, which serves high net worth and ultra-high net worth individuals globally, as well as private and corporate clients in Switzerland.

As of 2009, social investing, philanthropy, and strategic charitable services have been unified within the Wealth Management unit under a new dedicated Philanthropy & Values-Based Investing team. The Values-Based Investing group supports ultra-high net worth clients in aligning their environmental and social values with their portfolios, using portfolio screening, socially responsible investing (SRI) thematic investments. The impact investing team offers impact investing opportunities, as well as advisory services.