UBS Asset Management in Canada

Views and opinions expressed are presented for informational purposes only and are a reflection of UBS Asset Management’s best judgment at the time a report was compiled, and any obligation to update or alter forward-looking statement as a result of new information, future events, or otherwise is disclaimed. Commentary is provided at a macro level and is not with reference to any investment strategy, product or fund offered by UBS Asset Management and is provided in Canada generally pursuant to the registration exemption provided for in Section 8.25(2) of National Instrument 31-103 and in Ontario pursuant to Section 34 of the Securities Act (Ontario) and does not purport to be tailored to the needs of the person or company receiving the advice.. The information contained in the materials should not be considered a recommendation to purchase or sell any particular security. The materials and content provided will not constitute investment advice and should not be relied upon as the basis for investment decisions. As individual situations may differ, clients should seek independent professional tax, legal, accounting or other specialist advisors as to the legal and tax implication of investing. Plan fiduciaries should determine whether an investment program is prudent in light of a plan's own circumstances and overall portfolio. UBS Asset Management services offered to Canadian persons are provided by UBS Asset Management (Canada) Inc., a Nova Scotia corporation. UBS Asset Management (Canada) Inc. is an indirect wholly-owned subsidiary of UBS AG and is registered as a portfolio manager and exempt market dealer (in all provinces of Canada), commodity trading manager (Ontario), adviser – commodity futures (Manitoba) and investment fund manager (Ontario, Quebec and Newfoundland), all pursuant to Canadian securities law. Materials may include forward-looking statements. Actual future results, however, may prove to be different from expectations. Past performance is no guarantee of future results. Potential for profit is accompanied by possibility of loss.

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Meet some of our experts Featured investment professionals

We are committed to delivering the very best of Asset Management to our clients. We do this by bringing together the expertise of our investment professionals around the world. Our global network enables us to connect you with regions and markets that can help you meet your investment goals.

Michael Baldinger

Michael Baldinger

Global Head of Sustainable and Impact Investing

Michael joined UBS Asset Management as Head of Sustainable and Impact Investing in November 2016. In this newly created role, he is responsible for establishing a world-class Sustainable and Impact Investing business across asset classes. Prior to joining UBS Asset Management, Michael served as CEO and Chairman of the Executive Committee at RobecoSAM from 2011 to 2016. He joined the firm in 2009. Prior to RobecoSAM, Michael was a Managing Director at Credit Suisse Asset Management, where he was Head of Distribution for the Americas from 2005 to 2008. He earned a Bachelor's degree equivalent in Business Management from KV Zürich Business School and a Master degree from Harvard Business School (Executive Programs). Michael holds Series 7 and 63 licenses.

Dinah Koehler UBS Asset Management

Dinah Koehler

Executive Director, Sustainable Investment Research

Dinah Koehler is Executive Director, Sustainable Investment Research. One of her roles is to develop partnerships with academic institutions to create our Global Sustainable Impact Equity methodology. Dinah joined UBS Asset Management in 2015. Previously she advised and worked for large global corporations, national governments and international organizations on sustainability issues. Dinah holds a Science Doctorate from Harvard University.


Thomas Wels UBS Asset Management

Thomas Wels

Head of Global Real Estate

Thomas is Head of Global Real Estate, UBS Asset Management. He joined UBS in 2005, having previously worked as a consultant for both McKinsey and Company and Price Waterhouse Consulting. Thomas holds a PhD in Economics from the University of St Gallen.

Massimiliano Castelli UBS Asset Management

Massimiliano Castelli

Head of Strategy for Global Sovereign Markets

Massimiliano analyses the market trends affecting the investment behaviour of central banks, sovereign wealth funds and other state-controlled investment institutions. He works closely with the investment teams to provide investment advice and develop tailored investment solutions for this client segment. Max holds a PhD in Economics from the University of Rome.