Big Brokerage UBS to Match Some Clients' Donations
UBS is rolling out a new philanthropic offering to its U.S. wealth-management clients, and it has committed to match, in some cases, their entire donations. The Swiss firm announced the expansion of its 16-year-old UBS Optimus Foundation to U.S. investors at an event for clients in New York last week.
UBS Americas Chief Executive Robert “Bob” McCann says the rollout fills a void as customers look to the firm to help them with more than just investments.
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