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Family Office Quarterly

If you’re managing a family office, explore these essential insights from specialists at UBS and other experts.

Top 10 tax-smart tips 2025

Ten tips to stay proactive and navigate the evolving tax environment so you can better manage your situation and maximize potential savings.

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Investing under Trump 2.0

Uncertainty and market volatility could persist but we think the macroeconomic backdrop remains favorable.

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Billionaire Ambitions Report 2024

Discover the themes shaping billionaire investments, families and philanthropy around the world.

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See what these insights mean for your own portfolio

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Insights for your entire financial life

Articles and reports delivering financial guidance for life’s most important stages

Wealth planning and advice

Wealth planning and advice

Markets and economy

Markets & economy

Ultra-high net worth investors

Wealth planning and advice

Specialized investor research

Sports & Entertainment A creative shift

If you’re in a creative industry like film, TV, art and music, get ready for the range of possibilities AI is creating. And see how see how to protect your work, wealth and legacy.

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Sports & Entertainment The NIL playbook

The door is open for young athletes like you to capitalize on one of your most valuable assets: your “Name, Image and Likeness.” Discover the 5 key steps.

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Advanced planning Estate planning and cognitive aging

As you age, you may be more vulnerable to fraud such as identity theft, fake investments and other intimidation. See how to protect yourself and your wealth.

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Women and finances Wealth and the single women

Many single women enjoy having financial control but are less confident about their financial future than single men. See how tailored financial advice can help.

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Multicultural investors Invest to advance

See how high net worth Black, Asian and Hispanic or Latino investors have charted successful paths to wealth, and discover their continued paths to success.

Explore the findingspdf, 12 MB

Family Office Family advisory compass

Get insights, guidelines and specific examples that can help wealthy families position themselves for success over generations.

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Timely market commentary

Watch UBS Trending weekdays at 9:30 a.m., ET. for conversations with market experts, analysts and influencers.

UBS podcasts

Stay in the know with our latest analysis on the markets, economy, trends and politics.

UBS On-Air: Market Moves

UBS On-Air: Market Moves

UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

Client Strategy Office

Wealth Management Americas

02:25

UBS On-Air: Paul Donovan Daily Audio 'Uncertainty about talking'

China said it was not negotiating with the US over trade. US President Trump avowed that the US was talking with someone (who they are talking to is a secret, apparently). Things like this might possibly be contributing to the economically damaging levels of uncertainty. The US and South Korea have agreed a framework for trade talks (North Korea escaped US tariffs). South Korea and the US had a free trade deal with no tariffs at all until a few weeks ago.

02:54

UBS On-Air: Paul Donovan Daily Audio 'Make America Uncertain Again'

The Federal Reserve’s Beige Book has biases. The businesses that provide anecdotal evidence will have an agenda, and the Fed economists who edit the anecdotes into coherence understand the economics of trade. Nonetheless, the latest edition used “uncertainty” 80 times—more than twice the references during the pandemic or the global financial crisis. Erratic policies are having an economic impact, and that seems to have penetrated partisan media bubbles.

10:53

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 32)

How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pivots to Fed independence to inflation, and much more. Plus, thoughts on how investors should react to a market recovery (or a deeper downturn). We also check in on the status of the global rotation trade, and gold.

29:36

CIO Fixed Income Roundtable Series: 2Q25 performance update

Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-sectors. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, Sudip Mukherjee, Senior Municipal Strategist Americas, Sangeeta Marfatia, Senior Closed-end Fund Strategist Americas, along with Senior Fixed Income Strategists’ Barry McAlinden and Frank Sileo, from the UBS Chief Investment Office.

02:58

UBS On-Air: Paul Donovan Daily Audio 'The art of the retreat'

With investor concerns growing, US President Trump demonstrated the art of the retreat. They stated they had “no intention” of firing Federal Reserve Chair Powell. Trump may not be able to (legally), but markets will still have lingering concerns about Fed independence. Trump also said they would be “very nice” in any trade negotiations with China, raising hopes that the tax burden on US consumer may lessen.

UBS On-Air: In the Now

UBS On-Air: In the Now

UBS On-Air: In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

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13:34

Washington Weekly Podcast: Tariff developments, Budget resolution & more

As US trade policy continues to evolve quickly, Shane drops by to update us on the latest, and what the near-term may consist of with respect to negotiations. We also discuss progress around the budget resolution up on Capitol Hill, and recap Israeli Prime Minister Netanyahu’s White House visit earlier this week. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

15:50

Washington Weekly Podcast: Latest on tariffs, Signal, Geopolitics roundup

Shane recaps this week’s developments surrounding auto tariffs and previews potential additional tariff-related announcements set for next week. We also discuss the aftermath of this week’s Signal leak, and provide updates on the Russia-Ukraine war, and the Israel-Hamas war. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

14:48

Washington Weekly Podcast: Latest on Gov’t funding, Tariffs, Ukraine, CHIPS Act

With the government funding deadline just hours away, Shane outlines what the proposed continuing resolution consists of, and updates on where negotiations stand. Plus, an inventory of US imposed tariffs, along with retaliatory measures by trading partners. We also check in on progress of a Russia-Ukraine ceasefire agreement and speak to the likelihood of a CHIPS Act reversal. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

15:17

Washington Weekly Podcast: Trade policy, Ukraine, Government funding

We cover a wide range of timely topics, including tariffs and US trade policy, efforts for a Russia-Ukraine peace agreement, along with US government funding and budgetary efforts. Plus, a preview of President Trump’s address to Congress. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

14:03

Washington Weekly Podcast: Capitol Hill & Geopolitics roundup

Against the backdrop of a potential shutdown of the US government next month, Shane updates us on a range of priorities being addressed by Congress. We also update on the status of remaining cabinet-level confirmation hearings, along with ongoing negotiations for a Russia-Ukraine war resolution. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

UBS On-Air: Conversations

UBS On-Air: Conversations

UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

Client Strategy Office

16:25

Sustainable Investing Perspectives with Will Pomroy (Federated Hermes) & Amantia Muhedini (UBS CIO)

In the wake of International Women’s Day on Mar 8, Amantia Muhedini from the UBS Chief Investment Office was joined by Will Pomroy of Federated Hermes for a discussion around US companies pulling back workforce diversity and inclusion policies, along with how investors are separating noise from actual change at the company level. Featured is Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Will Pomroy, Head of Impact Engagement - Equities and Lead Engager Small & Mid Cap Equities, Federated Hermes. Host: Daniel Cassidy

11:22

UBS Conversations: How Consumerism Plays a Key Role in the Wealth Gap

This conversation focuses on how a financial advisor’s upbringing can influence client service, as well as how consumerism plays a key role in wealth disparities for Black Americans. UBS Financial Advisor, Harry LaRosiliere, shares insight into possible solutions for this issue. Host: Shiavon Chatman

14:18

Top of the Morning: Strategies to improve your after-tax wealth potential

Many investors want to know the possibility of changes to federal income tax policies, and what the changes might mean for their personal tax burden. However, it's not just the future of taxes and tax policy that matters, it's where your income level falls along the income brackets that ultimately matters. We identify where you can focus your attention so that you can better manage your lifetime tax burden and discuss strategies to help you improve your after-tax wealth potential. Featured are Justin Waring, Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

13:22

Macro Monthly Podcast with UBS Asset Management

Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.

17:57

Sustainable Investing Perspectives with Dan Roarty (AllianceBernstein) & Amantia Muhedini (UBS CIO)

We discuss the European Union Omnibus regulations, along with Trump administration executive orders that have attracted attention to the sustainability landscape. Featured in-studio are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas with the UBS Chief Investment Office, and Dan Roarty, Chief Investment Officer of the Sustainable Thematic Equities team at AllianceBernstein. Host: Daniel Cassidy

UBS On-Air: LatAm access Spanish

UBS LatAm Access en español

LatAm Access le brinda las perspectivas y visiones de expertos, con un enfoque en los mercados de Latinoamérica y las tendencias globales.

Client Strategy Office

Ep 4
12:38

Aranceles en México: ¿Crisis o desaceleración?

Los aranceles de EE. UU. colocan a México en un momento crucial para su economía. En este episodio de LatAm Access, Gabriela Soní, Chief Investment Officer de UBS México, analiza el alcance de estas medidas, el papel estratégico del T-MEC y los principales retos que el país deberá sortear para evitar una crisis.

00:00

Aranceles y Trump: ¿Qué va a pasar con Latinoamérica?

Los aranceles anunciados por Estados Unidos el 2 de abril están reconfigurando el comercio global y generando nuevas tensiones económicas. En este episodio de LatAm Access, Alejo Czerwonko y Alberto Rojas analizan las implicaciones de esta política arancelaria y cómo podría afectar a América Latina en el corto y mediano plazo.

podcast-cover-artificial-intelligence
16:55

El auge de la inteligencia artificial: ¿Estamos ante una burbuja?

La inteligencia artificial está transformando los mercados globales y generando nuevas oportunidades de inversión. En este episodio de LatAm Access, Gabriela Soní, Chief Investment Officer de UBS México, y Alejo Czerwonko, Chief Investment Officer para Mercados Emergentes en UBS, analizan el avance de esta tecnología, sus implicaciones para los mercados financieros y los desafíos que enfrenta América Latina para integrarse a esta revolución.

Trump, el Canal de Panamá y China: ¿Deberíamos preocuparnos realmente?
25:09

Trump, el Canal de Panamá y China: ¿Deberíamos preocuparnos realmente?

En este episodio, Alejo Czerwonko, junto a John Feeley, ex embajador de EE.UU. en Panamá, y Alberto Rojas, estratega senior de mercados emergentes en UBS, analizan los hechos detrás de estas tensiones y sus posibles implicaciones en la región.

13:08

Política fiscal y su creciente impacto en los mercados

Las decisiones fiscales están cobrando cada vez más relevancia en los mercados. Pero, ¿qué factores impulsan esta tendencia? Desde la presión política hasta la disposición de los inversionistas a financiar déficits, el panorama es complejo. En este episodio, Alejo Czerwonko y Gabriela Soní analizan el impacto de la política fiscal a nivel global y lo que significa para la región.

UBS On-Air: LatAm access Portuguese

UBS LatAm Access em português

LatAm Access traz importantes insights de renomados especialistas nos mercados da América Latina e tendências globais.

Client Strategy Office

30:05

Crédito privado em 2025: ainda vale a pena?

O mercado de crédito privado viveu um grande movimento ao longo de 2024. Agora, em 2025, com spreads mais apertados, financiamento mais seletivo e mudanças na liquidez, quais são as estratégias mais promissoras para investidores? E como as empresas estão se posicionando diante das condições de juros e crédito? Neste episódio, Luciano Telo, nosso CIO para o Brasil, recebe Paulo Vasconcellos, Gestor de Crédito Privado do UBS Evolution, para uma conversa sobre os desafios e oportunidades do setor. Ouça agora!

34:40

A reinserção social de adolescentes: rompendo barreiras

Neste episódio da Latam Access, o Kai Grunauer-Brachetti, diretor executivo para América Latina da equipe de Impacto Social e Filantropia do UBS, conversa com a Renta Mendes, fundadora do Mundo Aflora, sobre os desafios da reintegração social de adolescentes em centros de medidas socioeducativas do Brasil.

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42:07

Congresso em transição e eleições à vista: O que esperar até 2026?

Em um ano de transição no Congresso e com as eleições de 2026 no horizonte, o cenário político brasileiro não sai de pauta. Neste episódio, Luciano Telo e Solange Srour recebem Fabio Zambeli, sócio e vice-presidente de Assuntos Institucionais e Public Affairs da Ágora, para uma conversa sobre os desafios legislativos, o impacto da política econômica e os personagens que devem surgir na corrida presidencial.

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32:56

Um ano decisivo: O que vai moldar a economia em 2025?

Com juros mais altos, inflação resiliente e mudanças significativas nos EUA – a começar pela posse de Trump nesta semana – 2025 promete ser um ano e tanto. Neste primeiro episódio do ano, Luciano Telo (CIO para o Brasil, UBS GWM) e Solange Srour (diretora de macroeconomia para o Brasil, UBS GWM) exploram os principais temas globais, como as tarifas econômicas, o crescimento chinês e os riscos fiscais do Brasil. Saiba como esses fatores podem impactar mercados e decisões de investimento em um cenário ainda bastante incerto. Um episódio essencial para quem busca estar à frente das tendências.

38:55

Perspectivas econômicas e onde investir em 2025

No último episódio do ano, nossos especialistas analisam o que esperar de 2025, explorando as principais tendências macroeconômicas no Brasil e no cenário global. Com insights sobre a economia brasileira, oportunidades no mercado americano e estratégias de investimento para o futuro, este episódio oferece uma visão completa para ajudar os investidores a enfrentar os desafios e aproveitar as oportunidades do próximo ano. Um conteúdo essencial para quem quer se preparar para o ano que vem.

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Expiration: 2/12/2026 Review Code: IS4238814