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The New Rules of Investing

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

Grow and protect your wealth

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 our firm’s unique way of investing helps clients meet the unprecedented challenges of our times.

Your money matters. Read the playbook.

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

  • it pays 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 peace of mind by structuring your wealth for short-term, long-term and legacy scenarios;
  • to get results that go beyond the balance sheet via impact investing.

Praise for The New Rules of Investing

Michael Spence

Nobel laureate in Economic Sciences (2001)

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

David M. Rubenstein

Cofounder and cochairman of Carlyle

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

Jean Chatzky

New York Times and Wall Street Journal bestselling author; CEO, HerMoney.com

"This book is well worth the investment.”

Meet the authors

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.

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.

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