Company

UBS

Position

Head of Department

Index

Philanthropy and Impact Investing

Wealth & Investing

Location

London

Advice type

Philanthropy

Wealth management

Sector Focus

Investments and Asset Management

Wealth Management & Private Banking

Customer Type

Adviser

Tom Hall

Spear’s Review

‘Philanthropy has become a fundamental part of wealth management,’ says Tom Hall, global head of social impact and philanthropy services for UBS.

With many years of experience in the charity and philanthropy sector, Hall is well equipped to advise the 90 per cent of UBS clients who are involved in philanthropy. He explains that social impact and sustainability is coming to the fore, with donors more focused on the effectiveness of giving. 

‘In the next 30 years, there will be about $5 trillion ring-fenced for philanthropy,’ he says. ‘The focus of this new breed of philanthropists is to solve social and environmental problems they are passionate about. They are willing to take big risks, including no financial return, in pursuit of those goals.’

Rank: Top Recommended

Top Recommended 2024, Philanthropy and Impact Investing

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