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Global Wealth Management

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The New Rules of Investing

Time-tested approaches to investing won’t cut it anymore. So what now?

The playbook for your money
Meet the authors
The inside story

New developments in world affairs, demographics and technology have torn up the established formulas for growing and protecting wealth. In the New Rules of Investing, Mark Haefele, Chief Investment Officer, Global Wealth Management, shares stories from his decades of experience to illustrate how he believes investors can meet the unprecedented challenges of our times.

The New Rules of Investing isn’t just another investment guide. It’s a playbook for growing and protecting your wealth. Learn how

it can pay to follow the big money;
allocating assets rather than picking stocks can improve your returns;
emotional issues with money are a barrier to each of us investing rationally;
expert advice can help you work successfully with, instead of against, these issues;
to gain confidence by structuring your wealth for short-term, long-term and legacy scenarios;
to get results that go beyond the balance sheet via impact investing.

Leading economist + bestselling novelist = outstanding book

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Co-authors Mark Haefele and Richard Morais revisit their collaborative journey to The New Rules of Investing and reveal how their varied backgrounds helped make the book stand out.

The lowdown on The New Rules of Investing

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Got a minute? Mark explains why this book’s accessible explanations, client case studies and personal stories can make The New Rules of Investing a resource to consult time after time.

Interview: your money and today’s big trends

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What do deglobalization, debt, demographics, digitization and decarbonization mean for your money? Mark reveals how breaking down these trends can help you constructively re-engage with your portfolio.

A fresh perspective on your wealth – in 38 seconds

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Get a birds-eye view of essential strategies that could help you – no matter who you are – take better care of your money in our turbulent times.

"A very useful framework for navigating in a rapidly changing world.”

".... helps the modern investor think differently about markets, portfolios, and world events.”

"This book is well worth the investment.”

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

Mark Haefele

Chief Investment Officer
Global Wealth Management
Zürich

Mark Haefele 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.

Follow Mark on LinkedIn

Richard C. Morais Award-winning financial journalist and novelist

Richard C. Morais

Award-winning financial journalist and novelist

Richard C. Morais built Barron’s Penta, an acclaimed magazine for wealthy families. Before this, he was business magazine Forbes’s European bureau chief.

His New York Times and international bestseller The Hundred-Foot Journey was adapted for cinema in a 2014 film starring Helen Mirren. Richard’s latest novel, The Man with No Borders, is about a Spanish private banker in Zurich.

Follow Richard on LinkedIn

Disclaimer

The New Rules of Investing by Mark Haefele offers personal insights from his professional journey at UBS. The book is intended for general informational purposes only - it does not constitute, imply, or entail financial advice. Certain products and services referred to in the book may be subject to legal restrictions and may not be offered or available in all jurisdictions or to all clients. Charts, scenarios, and figures in the book are illustrative; past or simulated performance is not a reliable indicator of future results, and forecasts may not materialise. Readers should seek professional guidance before making any financial decisions. UBS accepts no liability for any use, interpretation, or reliance on the content.