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Get to know CIO

Locally active, globally connected with one investment view – the UBS House View. We are 200 CIO investment specialists around the world in 11 key financial hubs with 24 hour analysis.

Our Chief Investment Office team's job is to identify the latest investment opportunities and market risks. The global teams are led by exceptional leaders, who make sure that we support you in achieving your financial goals.

Mark Haefele

Chief Investment Officer
Global Wealth Management

In his role as Global Chief Investment Officer, Mark oversees the investment policy and strategy of approximately USD 2 trillion in invested assets. He is a frequent contributor to numerous financial media, including CNBC, Bloomberg and the WSJ. Mark is former lecturer and acting Dean at Harvard University.

Michael Bolliger

Head Asset Allocation Emerging Markets
Global Wealth Management

Michael heads the Emerging Markets Asset Allocation team at UBS Chief Investment Office and acts as a regional CIO for CEEMEA. He is an experienced investment professional with a thorough background on emerging markets and global financial markets. Michael joined UBS in 2009. Before joining UBS in 2019, Michael worked as an economist at the Swiss National Bank. Michael holds a PHD in economics.

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Michael Crook

Head Americas Investment Strategy
Global Wealth Management

Michael Crook is a Managing Director and Head of UHNW and Institutional Strategy for CIO Americas, Global Wealth Management. Michael advises institutional and individual investors on asset allocation, goals-based investing, and using a total wealth approach to achieving their objectives. Michael joined UBS in 2010.

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Paul Donovan

Chief Economist
Global Wealth Management

Paul, Global Chief Economist, is responsible for developing and presenting the UBS economic outlook, marketing the UBS view on economics, policy and politics around the world. When Paul is not travelling the globe presenting his latest investment views and insights, you’ll find him in the boxing ring.

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Dirk Effenberger

Head Investment Risk
Global Wealth Management

Dirk Effenberger is an investment strategist and economist with over 15 years in the financial industry. His areas of expertise include: Asset allocation, investment risk, and macro research. Dirk is lead author of a number of economic and investment research publications including the UBS Global Risk Radar. He is an avid presenter and a guest Lecturer at Coursera and University of St. Gallen.

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Kiran Ganesh

Global Head of Investment Communications
Global Wealth Management

Kiran is the Global Head of Investment Communications in the UBS Chief Investment Office, where he is responsible for the bank's House View research publications. Kiran holds a degree in Mathematics from Imperial College London, MBAs from London and Columbia Business Schools, and a CFA. He has been named one of Forbes Europe's 30 under 30 in Finance, and one of Poets & Quants‘ "Best and Brightest EMBAs".

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Rolf Ganter

Head of European Equities
Global Wealth Management

Rolf is the Head of European Equities in the UBS Chief Investment Office. He is responsible for the European team of equity strategists, which has ranked number 1 in the Swiss buy-side research category by Institutional Investor Extel. Rolf joined UBS in 1999 and is passionate about serving clients, with executives and entrepreneurial clients particularly close to his heart.

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Daniel Kalt

Chief Investment Officer Switzerland
Global Wealth Management

Acting as the Chief Economist Switzerland and Chief Investment Officer Switzerland, Daniel is responsible for UBS Switzerland’s flagship research publications for private and corporate clients and is a speaker at numerous client events. Daniel Kalt is passionate about reading (economic) books, skiing and handball.

James Purcell

Head of Sustainable and Impact Investing
Global Wealth Management

James Purcell is the Global Head of Sustainable and Impact Investing of UBS Chief Investment Office. He oversees the investment policy and strategy for Exclusion, ESG integration, and Impact Investing solutions. In 2018, he was named as a Rising star of asset management under 40 by Financial News and, under his supervision, UBS has won several awards from leading media for sustainable investing.

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Mike Ryan

Chief Investment Officer Americas
Global Wealth Management

Mike, Chief Investment Officer Americas, is responsible for bringing together market and investment insights from multiple sources and positioning them so as to optimize impact for UBS clients. Mike enjoys spending time with his wife and two daughters. Little known fact: he was a college basketball player.

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Min-Lan Tan

Chief Investment Officer APAC
Global Wealth Management

Min-Lan’s primary responsibilities as Chief Investment Officer APAC involve directing research and supervising portfolio performance and CIO communications in APAC including Japan. In her spare time, Min-Lan enjoys reading and exercise.

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CIO in the media

We're frequent contributors to renowned global media outlets. Also, we're active on LinkedIn, Twitter and Facebook, commenting on market events as they happen.