The UBS Global Wealth Report has been at the forefront of insights into household wealth for 15 years and has become a key reference point for all those interested in trends shaping wealth across the world. Featuring analysis from UBS Global Wealth Management chief economist Paul Donovan and Economist Samuel Adams.

The UBS Global Wealth Report has been at the forefront of insights into household wealth for 15 years and has become a key reference point for all those interested in trends shaping wealth across the world. Featuring analysis from UBS Global Wealth Management chief economist Paul Donovan and Economist Samuel Adams.

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

UBS Global Wealth Report 2024

We explore the most recent edition of UBS Asset Management’s flagship thought-leadership paper, ‘The Red Thread’, which is focused on diversification. Long a central tenet of investment theory, many assumptions about the strategy have been tested of late due to the dominance of the so-called “Magnificent Seven” tech companies. Our panel is Barry Gill, UBS Asset Management’s head of investments, Michele Gambera, head of strategic asset allocation, and Lucy Thomas, head of sustainable investing and impact.

We explore the most recent edition of UBS Asset Management&rsquo;s flagship thought-leadership paper, &lsquo;The Red Thread&rsquo;, which is focused on diversification. Long a central tenet of investment theory, many assumptions about the strategy have been tested of late due to the dominance of the so-called &ldquo;Magnificent Seven&rdquo; tech companies. Our panel is Barry Gill, UBS Asset Management&rsquo;s head of investments, Michele Gambera, head of strategic asset allocation, and Lucy Thomas, head of sustainable investing and impact.

The Red Thread: diversification edition

Raphael Güller is the co-founder and chief product officer of Sweep, and one of the inspirational leaders who UBS supports and celebrates through its Global Visionaries programme. Raphael is joined at Monocle’s HQ in Zürich by Tom Hall, global head of social impact at UBS, to discuss Sweep’s origin story, its involvement in this year’s UBS Pitch for Purpose event, and why it is important for UBS to champion organisations such as Sweep, which are driving solutions to the great challenges of the day.

Raphael G&uuml;ller is the co-founder and chief product officer of Sweep, and one of the inspirational leaders who UBS supports and celebrates through its Global Visionaries programme. Raphael is joined at Monocle&rsquo;s HQ in Z&uuml;rich by Tom Hall, global head of social impact at UBS, to discuss Sweep&rsquo;s origin story, its involvement in this year&rsquo;s UBS Pitch for Purpose event, and why it is important for UBS to champion organisations such as Sweep, which are driving solutions to the great challenges of the day.

Global Visionaries special: Raphael Güller of Sweep

We mark the occasion by hearing from Tom Hall, UBS global head of social impact and CEO of the UBS Optimus Foundation Network, and from one of its partners who has already been driving change: Fabio Segura, co-CEO of the Jacobs Foundation. They discuss the importance of collaboration in delivering effective philanthropy, with a particular focus on how education can drive social equality and enduring transformational change.

 

We mark the occasion by hearing from Tom Hall, UBS global head of social impact and CEO of the UBS Optimus Foundation Network, and from one of its partners who has already been driving change: Fabio Segura, co-CEO of the Jacobs Foundation. They discuss the importance of collaboration in delivering effective philanthropy, with a particular focus on how education can drive social equality and enduring transformational change.
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UBS Global Wealth Report 2024

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The Bulletin with UBS

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