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
September 4, 2024
Listen to Podcast of the Show
- 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”.
Listen to a podcast of the show
Continue reading →
Thomas McLoughlin of UBS Discusses Government Debt and Bonds
July 24, 2024
Listen to Podcast of the Show Thomas McLoughlin is Head of Municipal Research at UBS which is 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 Wealth Management, Tom spent more than 25 years in the public finance ...Continue ReadingRelations Between the Banking Industry and Washington with John Savercool
July 18, 2024
Listen to Podcast of the Show 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 ...Continue ReadingUBS Advisor Drew Freides Is Named as a “Top 1,000 Financial Advisor” by Barron’s
June 26, 2024
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 ReadingThe Dyanamics of the Economy with Kurt Reiman
June 25, 2024
Listen to Podcast of the Show Kurt Reiman of UBS was the guest. Reiman currently holds the head position of the thematic research group within UBS Wealth Management Research in the Americas. As the senior editor of one of the flagship publications, UBS research focus, he has had the distinction of publishing many pieces on varying ...Continue ReadingWealth Investment Strategies with Stephen R. Freedman, Ph.D., CFA
June 19, 2024
Listen to Podcast of the Show The guest was Stephen Freedman, Head of Investment Strategy at UBS. After earning a Master’s degree in economics and business from University of Gallen in Switzerland, Mr. Freedman went on to earn a Ph.D. in financial economics from the same institution. His career at UBS began back in 1998 where ...Continue ReadingSenior Portfolio Manager at UBS, Colleen Brophy
May 19, 2024
Listen to Podcast of the Show This show features an interview with Colleen Brophy on “It’s Your Money and Your Life.” Ms. Brophy currently holds the position of Executive Director, Senior Portfolio Manager at UBS, where she has been employed since 1996. Working out of the New York office of UBS, Ms. Brophy’s area of focus ...Continue ReadingFirst Hand Account of Super-Storm Sandy with Bond Expert Tom McLoughlin
May 14, 2024
Listen to Podcast of the Show 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 ...Continue ReadingUBS Chief Investment Strategist Mike Ryan Joined the Show
May 12, 2024
Listen to Podcast of the Show Mike Ryan is Chief Investment Strategist for Wealth Management Americas, Head of Wealth Management Research Americas and Chairman of the WMA Investment Committee. He is responsible for bringing together market and investment insights from multiple sources and positioning them so as to optimize their impact for UBS clients. In addition, ...Continue ReadingWealth Strategies with Jeff Brooks
May 4, 2024
Listen to Podcast of the Show October started right with an in-depth discussion about wealth strategies with guest, Jeff Brooks. Currently, Jeff is the Director and Senior Wealth Strategist for UBS Wealth Management greater Los Angeles area office. Prior to joining the UBS team in 2010, Jeff spent over a dozen years in the private bank ...Continue ReadingLearn About Government Bond Debt: UBS Bonds and Securities Expert Thomas McLoughlin Talks on Internet Radio
March 29, 2024
Listen to Podcast of the Show 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 ...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