Podcasts about ubs investor watch

Our conversation will walk you through the latest UBS Investor Watch, a study of almost four thousand high net worth investors across fifteen global markets. Our guests will share with you the findings from the research which sought out to uncover how the pandemic has changed investors goals and behaviors, and what they now value most. Featured are Dani Scherl, Global Thought Leadership Analyst with the UBS Client Strategy Office, Morgan Hyland, Wealth Planning Specialist with US Wealth Planning, and Amantia Muhedini, Sustainable Investing Strategist Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation will walk you through the latest UBS Investor Watch, a study of almost four thousand high net worth investors across fifteen global markets. Our guests will share with you the findings from the research which sought out to uncover how the pandemic has changed investors goals and behaviors, and what they now value most. Featured are Dani Scherl, Global Thought Leadership Analyst with the UBS Client Strategy Office, Morgan Hyland, Wealth Planning Specialist with US Wealth Planning, and Amantia Muhedini, Sustainable Investing Strategist Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

The latest UBS Investor Watch and Investor Sentiment surveys have been released. In them we discuss two very big topics: the global impacts of COVID-19 and the upcoming US election. What were some of the results from survey participants when asked questions about both of these topics? We find out about that and what you can do when it comes to managing your investment portfolio. Guest: Alicia Curry, Global Head of Thought Leadership for UBS. Host: Anthony Pastore.

At the 2019 edition of the fair we meet the head of the UBS art collection and explore a recent UBS Investor Watch survey of high-net-worth US collectors. Plus: artist Shinique Smith, who recycles discarded materials, tells us about the sculptures, paintings and installation she’s showing at the fair in collaboration with UBS.

The New Year is approaching and investors have spoken. In two recently published UBS reports, the UBS Investor Watch and CIO Year Ahead, we asked investors about their concerns for 2020 and the decade beyond. That is the focus of this exclusive conversation with Tom Naratil, President Americas and Co-Head Global Wealth Management for UBS. Host: Anthony Pastore

Com mais de 27 anos de experiência no mercado financeiro, já atuou por diversas empresas líderes deste segmento como Merrill Lynch e American Express. Atualmente é Empreendedora, fundou a FEMALE CONSULTING, com foco em ajudar mulheres a entenderem de investimentos, estratégia e gestão de investimentos e ativos. É VP da ONG Naamat Pioneiras SP e membro do Grupo Mulheres do Brasil (www.grupomulheresdobrasil.com.br) e de Empoderamento e Liderança Feminina da Fisesp Liderança Financeira e feminina por Sheila Szymonowicz Sheila, o Brasil é destaque em liderança financeira feminina conforme um mapeamento mundial de investidoras do UBS Investor Watch. Dentre os países analisados, as brasileiras aparecem ao lado das mexicanas como aquelas com as maiores taxas de liderança ou na divisão com seus parceiros das decisões financeiras familiares. Fonte: https://www.valor.com.br/financas/6148127/brasil-e-destaque-em-lideranca-financeira-feminina-diz-estudo Qual a relação entre liderança, liderança feminina e liderança financeira? Na pesquisa, o UBS identificou que 93% das mulheres que delegam a liderança financeira para os seus maridos no Brasil, têm esse comportamento por acreditar que eles entendem mais desse assunto do que elas. Afinal, quem entende mais de liderança financeira? Você contou que na época que trabalhou para o Merril Lynch, era uma entre as únicas 4 mulheres que trabalhavam no seu andar. Como você se destacou nesse setor? Qual a importância da independência financeira feminina? Na sua visão, como o empoderamento feminino está relacionado com o empoderamento financeiro? Como e por onde uma pessoa que não entende nada deste universo, pode começar? E para quem já entende um pouco mais do assunto, qual o cenário atual da economia e o que você recomendaria para quem lidera sua vida financeira? Você é uma militante pela liderança feminina. Como este assunto entrou na sua vida?

The latest edition of the UBS Investor Watch has been published. In this report, we take an in-depth global look at women's wealth. The title? "Own your Worth: Why women should take control of their wealth to achieve financial well-being". On today's podcast, we'll dig into the results of a survey of 3,700 women from around the world, who provided their thoughts on how they engage with their own finances. Featuring Jane Schwartzberg, the Head of the UBS Strategic Client Segment and Alicia Curry who leads our client insights within the UBS Client Strategy Office. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

Exploring the latest UBS Investor Watch, the largest recurring global study of high-net-worth investors in the world. The new edition, ‘Return on values’, takes the temperature of shifting global attitudes towards sustainable investing.

Every day, wealthy investors make spending, philanthropic and even career decisions to help make the world a better place. But when it comes to investing, few investors act with the same sense of purpose --- yet. Today we will dig deeper into this topic by examining the latest UBS Investor Watch survey and its findings. Featured is Executive Director from the UBS Client Strategy Office, Alicia Curry. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC