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
4.8 • 806 Ratings
🗓️ 12 May 2025
⏱️ ? minutes
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.
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