John Mathews – Steering The Largest Wirehouse At UBS (Private Wealth 2, EP.444) Capital Allocators – Inside The Institutional Investment Industry podcast

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John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)

3d ago 54:40

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John Mathews is the Head of Private Wealth Management in the Americas for UBS. UBS is the world’s largest global wealth manager with $6 trillion in assets, of which $2 trillion is under John’s purview. He oversees 230 teams comprised of 661 financial advisors, each of whom manages over $1 billion in assets.

Our conversation explores how the largest wirehouse empowers its financial advisors to act as entrepreneurs to bring tailored investment solutions to their clients. We cover the scale and scope of the UBS private wealth platform, the need for personalization, specialization, and customization, the bank’s centralized investment strategy and decentralized implementation, its curated alternatives platform, and the evolving landscape for financial advisors.

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