Expert insights

From papers to podcasts to panel discussions, we offer an array of insights across multiple channels. 

Articles

Please contact the team to find out more and to request a copy of our latest work.

Fighting the fade

Quantifying a competitive advantage can be elusive. Is it economy of scale, market share dominance, product differentiation, first mover advantage, or something else? We explore this concept and the strategies to help sustain it.

Building resilience

Worries about downturns are never far from the minds of business leaders. We evaluate the steps companies can take to navigate economic headwinds.

Capital allocation

How much is a dollar worth? We evaluate how corporate managers can answer this question to generate the most shareholder value through the deployment of excess capital.

Portfolio optimization – linking performance to value

We review the impact of managing and allocating capital to the right mix of business segments to help maximize your company’s overall market value.

Behind the numbers – mastering M&A

Is there any truth that “most M&A deals destroy value”? Does conventional M&A math provide the right signals about the viability of doing a deal? We go behind the numbers to find out.

Catch up on previous episodes

Meet the team

Our international team supports clients across the globe, across multiple sectors, partnering closely with the Banking coverage teams

Rick Faery

Global Co-Head of Strategic Insights and Advisory 
New York

Rick has more than two decades of global client experience, advising senior executives and boards in a variety of industries in the Americas, Europe and Asia. Rick is an expert on questions of corporate strategy and valuation, M&A, portfolio optimization, capital allocation, IPO/equity valuation and other issues of corporate finance including sophisticated profitability metrics. He has authored or co-authored more than two dozen publications on topics of corporate strategy, market themes and valuation and has served as a speaker at several industry conferences.

Prior to joining UBS, Rick spent 21 years with Credit Suisse and — prior to that — worked in Deloitte Consulting’s corporate strategy practice in both New York and London, spearheading its shareholder value-based management practice. He has also practiced international trade law - both trade transactions and litigation - with a U.S. law firm. Rick speaks fluent English, is conversant in German and Spanish, and holds degrees in law from Syracuse University and in finance and economics from Columbia University.

James Arnold

Global Co-Head of Strategic Insights and Advisory
London

James joined UBS in 2013 and transitioned from Head of UK Sales to equity research, where he covered UK and European markets as part of the equity strategy team.

James has written extensively on the relevance of management language in market communications. In 2020, James joined Global Banking to create the Strategic Insights team, focused on producing content tailored to companies.

James read Philosophy & Politics at Hatfield College, Durham University.

 

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