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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.

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.

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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

13:18

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. Featured are Evan Brown, Portfolio Manager, and Head of Multi-Asset Strategy, & Fatou Konteh, Investment Strategist, UBS Asset Management. Recorded on 05.06.2025

09:24

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 35)

On this week’s episode of Viewpoints, Burkhard shares his thoughts on a recent flurry of global deal-diplomacy and market recovery. We also reflect on US-China trade progress (and its’ market impact), and weigh whether investors should still be concerned about the prospects for recession in the US.

09:38

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 30)

On this week’s episode of Viewpoints, Burkhard reflects on the latest with respect to trade, tariffs, and the markets, along with previews what investors can expect in 2Q25, and considerations when it comes to positioning (after a market correction). Plus, thoughts on the current supply and demand relationship of oil.

47:13

UBS AI Podcast - CEO Series - Ep. 2 (Lin Qiao, CEO of Fireworks)

The UBS AI Podcast explores the fascinating and evolving world of artificial intelligence, how it's transforming industries, redefining what's possible and reshaping the future. On this episode of the CEO Series, Ulrike Hoffmann-Burchardi, CIO for Global Equities within the UBS Chief Investment Office, converses with Lin Qiao, the CEO and Co-Founder of Fireworks.

12:29

Top of the Morning: Building and refilling the Liquidity strategy

Justin and Ainsley drop by the studio to explain the importance of funding a liquidity strategy, along with outline considerations when it comes to refilling and implementing a liquidity strategy and determining how much to ultimately set aside. Featured are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

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

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

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

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

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

28:12

In conversation: John Mathews & Neil Malik, K1 Investment Management

John Mathews and Neil Malik from K1 Investment Management had a conversation on various topics, including the inception of K1, key lessons learned early in Neil Malik's career, and the biggest trends shaping the enterprise software space in the next 5-10 years. Additionally, they touched on the current environment for exits, volatility and risk strategies, and the impact of AI on their firm and the enterprise software space.

44:50

In conversation: John Mathews & Chris Davis, Davis Advisors

John Mathews had an insightful conversation with Chris Davis, Chairman and Portfolio Manager of Davis Advisors. During their discussion, Chris Davis shared his perspectives on market volatility, geopolitical events, emotion-based investment decisions, and intergenerational wealth transfer.

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

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

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.

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.

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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.

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

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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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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.

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Expiration: 2/12/2026 Review Code: IS4238814