Meet the experts

Discover the new rules of investing

New developments in world affairs, demographics and technology mean the time-tested rules of investing just won’t cut it anymore. In the New Rules of Investing, Mark Haefele, Chief Investment Officer, Global Wealth Management, shares stories from his decades of experience to illustrate how our firm’s unique way of investing helps clients meet the needs of our times. 

Globally connected, locally active.

Our Chief Investment Office leadership team works with investment specialists across key financial hubs worldwide to identify the latest investment opportunities and market risks which can help you achieve your financial goals.

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      Mark Haefele, Global Chief Investment Officer, UBS Global Wealth Management

      Mark Haefele

      Chief Investment Officer
      Global Wealth Management
      Zürich

      Mark joined UBS as Head of Investment for Wealth Management’s Chief Investment Office in 2011. As UBS’s Global Chief Investment Officer since 2014, he oversees the investment policy and strategy of approximately USD 4.2 trillion in invested assets. A former lecturer and acting dean at Harvard University, Mark has over 500,000 followers on LinkedIn.

      Paul Donovan, Chief Economist of UBS Global Wealth Management

      Paul Donovan

      Global Chief Economist
      UBS Global Wealth Management
      London

      Paul is responsible for developing and presenting the UBS economic outlook, marketing the UBS view on economics, policy, and politics around the world. As a political economist, he focuses on topics such as diversity, inflation, education, trade, inequality, sustainability, and social change. Paul has also authored books on these diverse topics. 

      Daniel Kalt, Chief Economist, UBS Switzerland

      Daniel Kalt

      Chief Investment Officer Switzerland
      UBS Global Wealth Management
      Zürich

      Daniel leads flagship research publications for private and corporate clients in Switzerland. A recognized expert on banking, asset management, asset allocation, macroeconomics, and fixed income, he presents at client events and advises on economic policy. Daniel has been a member of UBS’s Pension Fund investment committee in Switzerland since 2014.

      Solita Marcelli

      Solita Marcelli

      Chief Investment Officer Americas
      UBS Global Wealth Management
      New York

      Solita is responsible for bringing together market and investment insights to create financial impact for clients in UBS across the Americas and oversees over USD 1.3 trillion in total invested assets. She contributes to the Global Investment Committee, currently serves on several external committees and is a member of the Economic Club of New York.

      Min-Lan Tan, APAC Regional Head, Chief Investment Office, UBS Global Wealth Management

      Min Lan Tan

      Chief Investment Officer APAC
      UBS Global Wealth Management
      Singapore

      Min Lan directs research, oversees portfolio performance, and manages CIO communications in APAC, including Japan. Leading the Asia Pacific Investment Office since 2013 she provides tailored insights for clients in the region. Min Lan is a member of the Asia and Global Investment Committees, which formulate the regional and global UBS House Views. 

      Themis Themistocleous

      Themis Themistocleous

      Chief Investment Officer EMEA
      UBS Global Wealth Management
      London 

      Themis is the Head of the EMEA Investment office and is responsible for generating investment content and ideas across all asset classes within Europe, as well as for marketing the UBS House View within the region. Prior to joining the CIO in 2014, Themis spent 20 years in the UBS Investment Bank, 15 of them as a highly-rated equity analyst.