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UBS Global Wealth Report 2025

Gain insights into wealth trends across 56 key markets with the 16th edition of the Global Wealth Report.

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Global Family Office Report 2025

Gain insights into leading family office trends and strategies from 317 family offices worldwide, each managing an average of $1.1 billion.

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Retirement stress or success

Navigate market uncertainty with our 10-step planning guide.

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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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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.

Download the reportpdf, 5 MB

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.

Read the white paperpdf, 7 MB

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.

Download the reportpdf, 2 MB

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.

Download the reportpdf, 1 MB

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.

Access the insightspdf, 14 MB

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

02:55

UBS On-Air: Paul Donovan Daily Audio 'No cuts for now'

In the US yesterday, Federal Reserve Chair Powell delivered a speech to members of the House of Representatives (most of whom are not economists). The main messages were: no rush to cut rates, and trade taxes create uncertainty. This will not surprise markets. There was a further softening of the data dependency mantra, as Powell focused on future inflation as a reason to keep rates unchanged for now. Powell testifies again today.

41:59

Fixed Income Conversation Corner with Amanda Lynam (BlackRock) and Leslie Falconio (UBS CIO)

Our conversation outlines the current landscape for fixed income investors and where to locate opportunity within the asset class. We also discuss the convergence of public and private credit, along with the risks and opportunities within private credit to be mindful of. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office, and Amanda Lynam, Head of Macro Credit Research within the Portfolio Management Group, BlackRock. Host: Daniel Cassidy

03:04

UBS On-Air: Paul Donovan Daily Audio 'As you were'

Iran and Israel seem to be saying “if they stop, I’ll stop”, although there were some missile exchanges overnight. That is enough for markets, with oil prices back to the levels of a couple of weeks ago (wiping out the potential economic impact). As with situations like North Korea, investors are not inclined to give weight to extreme tail risks, so things like the location of enriched uranium will be overlooked.

20:50

Top of the Morning: CIO Strategy Snapshot - Start of the summer

With the summer season now officially underway, it is already shaping up to be an eventful one for investors. In addition to this past weekend’s geopolitical developments in the Middle East, policy developments on tariffs and taxes, the potential impact of tariffs on the economy, and corporate earnings will keep investors preoccupied. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

03:10

UBS On-Air: Paul Donovan Daily Audio 'Beware the deckchair generals'

We live in a world of political polarization and soundbite economics. That encourages sensationalism. Deckchair generals will offer extreme opinions on the US attacks on Iran. Both supporters and opponents the attacks are likely to dramatize events. Investors should be cautious of knee-jerk overreactions.

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

Client Strategy Office

11:51

Washington Weekly Podcast: Middle East, Capitol Hill, US-China trade & more

Shane drops by to share the latest developments out of the Middle East involving Israel and Iran, along with notable domestic developments spanning progress on the One Big Beautiful Bill, and Federal response to recent occurrences of civil unrest. Plus, thoughts on the outcome of this week’s round of US-China trade talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

15:17

Top of the Morning: POTUS 47 - Has the worst of the tariff threat passed?

Kurt rejoins the conversation in studio to reflect on the latest developments surrounding US trade policy, along with how markets have reacted - plus, thoughts on how the progression of trade negotiations (most notably with China) may progress in the weeks and months ahead. We also discuss investor concern stemming from the US fiscal outlook, and the path forward for the US budgetary situation. Featured is Kurt Reiman, Head of Fixed Income Americas, UBS Chief Investment Office. Host: Daniel Cassidy

12:15

Washington Weekly Podcast: Trade update, Russia-Ukraine, Capitol Hill roundup

With the US Senate set to shortly weigh in on the “Big, Beautiful Bill”, Shane roadmaps the potential next-steps, along with the potential timing of arrival on President Trump’s desk. We also cover progress being made towards a Congressional stock trading ban, update on Russia-Ukraine talks, and weigh in on Wednesday’s notable trade developments. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

12:44

Washington Weekly Podcast: Middle East trip, China trade, Tax legislation

Shane drops by on a Monday to preview a busy week ahead, accounting for President Trump’s highly anticipated Middle East visit. We also spend time recapping the outcome of this past weekend’s trade negotiations in Switzerland between the US and China, along with other notable progress made recently on the trade front. Plus, and update as to where progress on Capitol Hill stands with respect to tax legislation. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

12:14

Washington Weekly Podcast: First 100 days, Reconciliation bill, Russia-Ukraine

Shane reflects on the first 100 days of the Trump administration, along with updates on where efforts and negotiations stand on Capitol Hill surrounding a substantial reconciliation bill. Plus, a look at current US-Ukraine relations and where efforts stand with Russia peace talks. 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

19:25

Top of the Morning: A “Spending waterfall” to fund your retirement lifestyle

Learn about how retirees can manage taxes when withdrawing from their accounts in retirement to ultimately improve their after-tax growth potential. Featured are Justin Waring, Senior Total Wealth Strategist, & Ainsley Carbone, Retirement Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

18:32

Planning Podcast Series: Planning for the LGBTQ Family

In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy

41:07

The ARTicle Podcast: The Art of Protection – A conversation about fine art insurance

On this episode of the ARTicle Podcast, Matthew Newton sits down with Bradley Taylor of HUB International to unpack the evolving complexities of insuring fine art collections in an era of heightened risk. Whether you are a seasoned collector or just getting started, this episode offers timely insights and practical steps to safeguard your collection.

11:02

Sustainable Investing Perspectives with Tiffany Agard (UBS CIO) & Glen Yelton (Invesco)

A discussion around the impact of President Trump's tariffs on climate-related investments. Featured are Tiffany Agard, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Glen Yelton, Global Head of Sustainable Investing Services with Invesco. Host: Daniel Cassidy

11:48

Top of the Morning: Annuity income as part of your retirement strategy

Justin and Ainsely outline the considerations for adding annuity income as part of one’s retirement strategy, along with explain the current appeal of annuities, and steps investors can take in order to make a plan. Featured is Justin Waring, Senior Total Wealth Strategist, & Ainsley Carbone, Retirement Strategist, UBS Chief Investment Office. 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

16:00

Elección judicial en México: ¿qué está en juego para los mercados?

La elección judicial en México fue un hecho sin precedentes: por primera vez se eligió por voto popular a todo el poder judicial. Más de 800 cargos estuvieron en juego en un proceso marcado por la falta de información y la baja participación. En este episodio de LatAm Access, Gabriela Soní conversa con Carlos Ramírez, socio de Integralia Consultores, sobre las implicaciones de esta elección para la economía, el clima de negocios y la relación comercial con Estados Unidos y Canadá.

23:03

Trump 2.0 en América Latina: ¿Doctrina Monroe recargada?

A cuatro meses del segundo mandato de Donald Trump, América Latina enfrenta una nueva etapa marcada por políticas migratorias más estrictas, tensiones comerciales, aranceles y un renovado interés geopolítico por parte de Estados Unidos. En este episodio de LatAm Access, Alejo Czerwonko conversa con Brian Winter, experto en política latinoamericana, sobre cómo la administración Trump está redefiniendo la forma en que Estados Unidos se relaciona con nuestra región.

10:42

Volatilidad y Family Offices: ¿Cómo se están protegiendo los altos patrimonios?

En un contexto de volatilidad global, el papel de las Family Offices es clave. En este episodio, Alberto Rojas analiza, con la colaboración de Maximilian Kunkel, CIO de Global Family and Institutional Wealth en UBS, cómo estas oficinas de gestión de grandes patrimonios navegan la incertidumbre generada por aranceles, conflictos y tensiones geopolíticas.

18:41

Argentina y el FMI: ¿Hacia un nuevo comienzo?

El último acuerdo de Argentina con el FMI vislumbra un nuevo horizonte económico para el país. Alejo Czerwonko, Chief Investment Officer para Mercados Emergentes en UBS, y Alejandro Werner, Director del Instituto de las Américas de la Universidad de Georgetown, desglosan los detalles del nuevo acuerdo, sus objetivos y los desafíos que enfrenta Argentina para lograr la estabilidad económica.

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.

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

00:00

Bolsas no Brasil e no mundo: Como se posicionar após o rally?

Com bolsas em alta e tecnologia em destaque, investidores seguem cautelosos. É hora de mudar o portfólio? Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, estrategista de investimentos para o Brasil no UBS GWM, analisam os mercados globais e locais, os riscos no radar e o reposicionamento em Brasil. Um olhar estratégico sobre como navegar esse cenário de incertezas.

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24:28

Quando a maior economia do mundo balança, o que pode acontecer no Brasil?

As novas tarifas anunciadas pelos Estados Unidos e os riscos de uma desaceleração econômica global colocaram os investidores em alerta. E o Brasil, onde fica agora? Neste novo episódio, Luciano Telo conversa com Solange Srour, diretora de macroeconomia para o Brasil no UBS GWM, trazendo insights exclusivos diretamente das reuniões do Fundo Monetário Internacional (FMI), que aconteceram neste mês de abril. Uma análise prática e estratégica para quem quer entender os passos do Fed, os possíveis dilemas de recessão na maior economia do mundo, e como ajudar a proteger as carteiras neste ambiente incerto.

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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Expiration: 2/12/2026 Review Code: IS4238814