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

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

2025/5/12
logo of podcast Capital Allocators – Inside the Institutional Investment Industry

Capital Allocators – Inside the Institutional Investment Industry
AI Deep Dive Transcript
Topics
Ted Seides: 我观察到，机构投资者已经广泛接受了另类投资，以期在相似风险下获得更好回报，或在更低风险下获得相似回报。然而，个人投资者在另类投资方面的配置仍然偏低，通常仅占其资产的2%到5%，而机构投资者则高达20%到50%。但这种情况正在迅速改变，这主要归功于结构创新降低了准入门槛，并提供了前所未有的流动性选择。私人银行和理财平台对另类投资基金的承诺投入正在迅速增加，预示着未来另类投资在私人财富管理领域将有巨大的增长潜力。这种转变将对整个投资生态系统产生深远影响，包括资金的部署方式、资产价格、回报率和费用结构，以及最终的赢家和输家。

Deep Dive

Shownotes Transcript

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 are in the Americas. Private Wealth Management is comprised of roughly 230 teams and 661 financial advisors.

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. Here's the Head of Content job posting). 

Learn More Follow Ted on Twitter at @tseides) or LinkedIn) Subscribe to the mailing list) Access Transcript with Premium Membership)