John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8 • 806 Ratings

🗓️ 12 May 2025

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

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Summary

John Mathews is the Head of Private Wealth Management in the Americas for UBS. UBS is the world’s largest global wealth manager with $6 trillion in assets, of which $2 trillion are in the Americas. Private Wealth Management is comprised of roughly 230 teams and 661 financial advisors.

Our conversation explores how the largest wirehouse empowers its financial advisors to act as entrepreneurs to bring tailored investment solutions to their clients. We cover the scale and scope of the UBS private wealth platform, the need for personalization, specialization, and customization, the bank’s centralized investment strategy and decentralized implementation, its curated alternatives platform, and the evolving landscape for financial advisors.

Here's the Head of Content job posting.

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Transcript

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0:00.0	Capital allocators is brought to you by my friends at WCM Investment Management.
0:07.5	To outperform the markets, you have to do something differently from others.
0:11.9	In my 30-something years investing in managers, there may be no one I've come across who does that as clearly and as well as WCM.
0:20.1	I've seen it up close as an investor in their
0:22.3	international growth strategy for the last five years. WCM is a global equity investment manager
0:28.9	majority owned by its employees. They believe that being based on the West Coast, away from
0:34.7	the influence of Wall Street Groupthink, provides them with the freedom
0:37.9	to live out their investment team's core values, think different, and get better.
0:43.5	As advocates of integrating culture research into the investment process and advancing
0:48.3	wide moat investing with the concept of moat trajectory, WCM has delivered differentiated returns while building concentrated
0:56.2	portfolios designed to stand out from the crowd. WCM is committed to defying the status quo
1:03.1	by dismantling outdated practices, believing in the extraordinary capabilities of its people,
1:08.8	and fostering optimism to inspire each individual
1:12.2	to become the best version of themselves. To learn more about WCM, visit their website at WCMinvest.com.
1:21.3	And tune in to this slot on the show to hear more about WCM all year long.
1:26.9	This testimonial is being provided by Ted Sides and capital allocators who have been
1:30.2	compensated a flat fee by WCM.
1:31.9	His payment was made in connection with capital allocators' testimonial and production
1:34.4	of podcasts, and does not depend on the success or level of business generated.
1:37.7	The opinions expressed are solely those of capital allocators and may not reflect the opinions
1:40.5	of others.
1:41.1	Investing involves risk, including the possible loss of principle.
	...

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