Ubs Optimus Foundation UK

Analysis

Ubs Optimus Foundation UK is a registered charity in England and Wales, based in London. It was registered in August 2013, 13 years ago. Its declared purposes cover education/training, the advancement of health or saving of lives, the prevention or relief of poverty and environment/conservation/heritage, which this site groups under health and saving lives. Legally it is a charitable company (Companies House number 08608213). It says it makes grants to organisations, sponsors or undertakes research and other charitable activities.

In the financial year ending December 2025, Ubs Optimus Foundation UK reported income of £178.2m and spending of £181.2m, spending 102% of its income. Across the 5 years on record, from December 2021 to December 2025, income grew from £30.6m to £178.2m (+481%), an average of +55% a year. The sharpest change came in the year to December 2022, when income rose by 197%. Over the whole period it spent 93% of the income it received.

Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, Ubs Optimus Foundation UK sits at the 100th percentile: it is one of the largest 1% in its cause. Against every charity in England and Wales with reported income it ranks in the 100th percentile. Charities of a similar size with the same main cause include General Medical Council (£171.5m), Genome Research Limited (£180.3m) and The Royal British Legion (£168.5m).

In its latest detailed accounts, income came from donations and legacies 99% and investments 1.0%. Charitable activities took 100% of spending and raising funds 0.0%. Grants to other organisations totalled £181.1m. Reserves of £18.0m would cover about 1 months of spending at that rate.