As trillions of dollars move between generations, a new cohort is bringing different values and expectations to their investments. How can wealth managers adapt to these shifting priorities?

As trillions of dollars move between generations, a new cohort is bringing different values and expectations to their investments. How can wealth managers adapt to these shifting priorities?

Delivering insights into the people, places and products shaping the financial week ahead. Hear from the finest minds and freshest thinkers as they take you beyond the numbers and the hype to get to the heart of the day’s big issues.

The Bulletin with UBS

The Great Wealth Transfer: What is shaping the investment preferences of the next generation? 

What would a post-midterms shift in the federal government – from unified to divided control – mean in state capitols and foreign capitals alike? UBS Election Watch editor Kurt Reiman joins us to explain.

What would a post-midterms shift in the federal government &ndash; from unified to divided control &ndash; mean in state capitols and foreign capitals alike? UBS Election Watch editor Kurt Reiman joins us to explain.

Election watch: Kurt Reiman on the US midterms 

What impact could the US midterms have on investors? William Carroll, the head of high-net-worth strategy in the US, and James Jack, the head of the UBS business owner client segment, discuss the latest UBS research.

What impact could the US midterms have on investors? William Carroll, the head of high-net-worth strategy in the US, and James Jack, the head of the UBS business owner client segment, discuss the latest UBS research.

UBS Investor Watch: US midterms

The 2026 edition samples 3,100 night-net-worth collectors across 10 key global markets. Author Clare McAndrew, Matthew Newton of UBS and Noah Horowitz of Art Basel discuss the evolving behaviors and motivations of the cohort.

The 2026 edition samples 3,100 night-net-worth collectors across 10 key global markets. Author Clare McAndrew, Matthew Newton of UBS and Noah Horowitz of Art Basel discuss the evolving behaviors and motivations of the cohort.

The Great Wealth Transfer: What is shaping the investment preferences of the next generation?

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