Safia Dandia, Cap®
About Safia Dandia, Cap®
Safia Dandia is a Director of UHNW Family Advisory and Philanthropy Services at UBS, specializing in multi-generational wealth transitions and philanthropic advisory services. She holds a Chartered Advisor in Philanthropy designation and has extensive experience in wealth management and family governance.
Current Role at UBS
Safia Dandia serves as the Director of UHNW Family Advisory and Philanthropy Services at UBS, a position she has held since 2023. Based in Los Angeles, California, she focuses on providing strategic advice to ultra high net worth families. Her role involves enhancing family governance and facilitating multi-generational wealth transitions. Dandia collaborates with Private Wealth Advisors to promote impactful philanthropy and family wealth education.
Previous Experience at UBS
Dandia has a significant history with UBS, having worked in various roles since 2014. She began her career as a Wealth Management Intern for two months in the Greater New York City Area. She then progressed to a Wealth Management Strategic Analyst from 2015 to 2017. Following this, she served as an Associate Director at UBS Optimus Foundation and Philanthropy Services from 2018 to 2024 and as a Business & Strategy Development Associate from 2017 to 2018.
Education and Expertise
Safia Dandia is currently studying at The American College of Financial Services, where she achieved the Chartered Advisor in Philanthropy designation in 2021. She also holds a Bachelor of Science in Business Administration, Marketing, and Finance from the State University of New York at Buffalo, completed in 2015. Additionally, she is pursuing studies in Nonprofit Leadership at Harvard University, having enrolled in the Harvard Kennedy School Executive Education program in 2022.
Philanthropic Advisory Certifications
Dandia is certified as a 21/64 Philanthropy Advisor, which underscores her specialization in philanthropic advisory services. This certification complements her extensive experience in advising ultra high net worth families on strategic philanthropy and family governance. Her expertise allows her to serve as a thought partner to Private Wealth Advisors, focusing on impactful philanthropy.
Achievements in Philanthropy
Dandia successfully led the expansion of UBS Optimus Foundation's healthcare and educational programming into the United States. This initiative marked the first introduction of these programs in the country, highlighting her commitment to enhancing philanthropic efforts and addressing critical needs in healthcare and education.