Serving family offices, high net worth individuals and executives in San Diego, greater Southern California, nationally, and internationally.
UBS is a global leader in managing wealth. With our private wealth management team; it’s a practice, a philosophy, a strong belief that the best way we at UBS can work together is by exploring with you those ideas you have about your life, family goals and aspirations today – and your priorities for the future. It’s about understanding what you’d like to achieve financially over time and how.
The UBS Swiss Financial Advisers Team of Michael Quaranta and Andreas Gertsch
Serving US investors living in the US and abroad, to safely diversify their wealth internationally.
UBS Swiss Financial Advisers offers US investors a safe, easy and tax-compliant way to diversify their assets abroad. Our multi-currency, multi-asset portfolio solutions are specifically designed for US investors who wish to diversify their assets geographically and invest in international markets and currencies. An international portfolio means access to interesting investment opportunities around the world, many of which are not easily available from the United States. UBS Swiss Financial Advisers is a registered US Investment Adviser based in Zurich, Switzerland.
UBS and these gentlemen are proud sponsors of the radio show – “It’s Your Money and Your Life!” You can connect to them at 858-551-9422 or email at michael.quaranta@ubs.com or visit their website at financialservicesinc.ubs.com.
UBS Intellectual Capital Blog brings attention to Guide to Finding a Fulfilling Career
For those of you that are thinking about your career choices, or know a young person that is doing so, the non-profit “80,000 Hours” has created an amazing career guide. It’ll take you about 4 hours to get through it, but considering you are likely to work for at least 80,000 hours at that career (hence their name) it’s well worth the time.
Bruno Bertocci – UBS Senior Portfolio Manager Discusses Sustainable Investing
August 24, 2026
September 28, 2013
- Sustainable investing incorporates environmental, social and governance (ESG) research to identify sustainable companies that are expected to outperform over the long term.
- Sustainable investing is becoming mainstream, providing exciting investment opportunities.
- Sustainable investing does not impede investment performance.
- UBS is a leader in sustainability.
One of the megatrends building across the financial landscape is focused on how investors can express their values in their financial decisions and have a positive impact on the world around them. The end goals are clear – improve risk-adjusted performance, make a positive social impact with capital allocation and incorporate one’s values – and to pursue these goals and drive their portfolios accordingly, investors are now evaluating a broader array of information and tools.
The show and the report is about incorporating sustainability considerations into investment decisions – information that has traditionally been viewed as external to the investment process but is increasingly seen as central. We argue that synthesizing material ESG factors together with other traditional fundamental data in the investment analysis and decision-making process has the potential to yield better performance outcomes and enables investors to express their values and make an impact through their investments.
Our goal with this edition of UBS Research Focus (the report) is to evaluate the evolution of sustainable investing, anticipate future developments and demonstrate why we believe a well-considered sustainability approach will add value to your portfolio.
Your invested assets are already having an impact on the recipients’ cost of capital. The question that now needs to be asked should be: “Is your money being invested in a way that reflects your values and serves your long-term financial interests and fully considers the welfare of future generations?”
To receive your personal copy of “Sustainable investing”; click the red “Request Report” box, click the message box once, type “Report”, enter some brief information above the security word below, and click “Submit”.
First Hand Account of Super-Storm Sandy with Bond Expert Tom McLoughlin
August 24, 2026
November 4, 2012 The show welcomed back Tom Mcloughlin, Head of Municipal Bond Research at UBS. Tom heads up research and strategy efforts related to the municipal bond market. Tom is based out of Manhattan, and he had been dealing first-hand with the effects of super-storm Sandy. The city, like much of the Northeast Coast had ...Continue ReadingRelations Between the Banking Industry and Washington with John Savercool
August 24, 2026
May 5, 2013 The featured guest was John Savercool of UBS. Mr. Savercool has had a distinguished career working in many areas on Capitol Hill. He is now the Senior Lobbyist and Managing Director of Political Relationships in Washington for UBS. As their first Senior Lobbyist, he has focused on such topics as financial services regulatory ...Continue ReadingDavid Lefkowitz from UBS Wealth Management and the Cost of Energy
August 24, 2026
August 3, 2012 Sunday Richard and Joe interviewed David Lefkowitz from the show’s major sponsor UBS Financial Services. David has over 14 years experience as a securities analyst. He is currently Senior Equity Strategist as well as a corporate research analyst covering the utilities sector for UBS Wealth Management Research – Americas. Prior to joining UBS ...Continue ReadingLearn About Government Bond Debt: UBS Bonds and Securities Expert Thomas McLoughlin Talks on Internet Radio
August 24, 2026
July 1, 2012 Tom McLoughlin is Head of Municipal Research, leading research and strategy efforts within the municipal bond market. He currently serves as a member of the Wealth Management Research Management Committee. Prior to joining UBS, Tom spent more than 25 years in the public finance field, most recently as CEO of National Public Finance Guarantee ...Continue ReadingRichard’s Interview with Tony Roth
August 24, 2026
April 8, 2012 ORichard interviewed Anthony Roth. Tony recommends customized investment strategies for UBS’s high-net worth clients. Prior to this job, Tony served as Co-Head, Advisory Services Division, at Bear, Stearns & Co., where he managed a team that provided customized and scalable solutions to family office and institutional clients with significant means. Tony’s educational accomplishments ...Continue ReadingUBS’s Andy Blocker Interviews with Richard Muscio on KFMB
August 24, 2026
February 26, 2012 Richard interviewed Andy Blocker on Sunday, February 26th. Mr. Blocker is the Managing Director at UBS in its US Office of Public Policy. Blocker’s previous employer was the New York Stock Exchange (NYSE), where he was Vice President of Government Relations. Blocker has worked for Congressman Martin Frost (F-TX), the Senate Budget Committee, ...Continue ReadingUBS Advisor Drew Freides Is Named as a “Top 1,000 Financial Advisor” by Barron’s
August 24, 2026
I am pleased to share with you that Drew Freides of UBS Wealth Management Americas has been named by Barron’s magazine as a “Top 1,000 Financial Advisor” in the United States. This is one of our industry’s highest honors and underscores Drew and his team’s commitment to solving the growing needs of their clients. Barron’s annual ...Continue ReadingBillionaires
August 24, 2026
May 15, 2015 May 2015 Creation, preservation and legacy of great wealth in a second “Gilded Age” This week, UBS and PwC launched the 2015 Billionaires Report, entitled “Billionaires: Master architects of great wealth and lasting legacies”. During the past 35 years, billionaires have created extraordinary wealth on a scale not seen since the “Gilded Age” at the beginning ...Continue ReadingUBS Professional Recognition
August 24, 2026
March 15, 2015 March 2015 Drew Freides and Michael Kanigher have been recognized as industry leaders. Drew Freides Barron’s Top 100 Financial Advisors, 2015 Drew Freides Barron’s Top 1,200 Financial Advisors, 2015 Drew Freides & Michael Kanigher Financial Times Top 400 Financial Advisor, 2015 Michael Kanigher Barron’s Top 1,200 Financial Advisors, 2014, 2015 Drew Freides Barron’s Top 1,000 Financial Advisors, 2013Continue ReadingKatie Klingensmith from UBS Talks About National and Foreign Macroeconomic Trends
August 24, 2026
March 18, 2012 On March 18th UBS strategist Katie Klingensmith and Richard Muscio talked about global macroeconomic trends in light of the coming election. Katie Klingensmith is one of the co-authors of Election Watch 2012, a white paper that identifies political issues at stake with the coming 2012 election. Additionally, on Tuesday, March 6th, 2012, Ms. Klingensmith ...Continue Reading
Recommended Reading
Creation, preservation and legacy of great wealth in a second “Gilded Age”
To receive your personal copy of “Sustainable investing”; click the red “Request Report” box, click the message box once, type “Report”, enter some brief information above the security word below, and click “Submit”.
Request Report