The UBS Chief Investment Office (CIO)
Investing with UBS: CIO at your side
A variety of factors may influence an advisor’s decision to move to another firm. UBS offers a supportive workplace, advisor-centric culture, world-class resources, and the ability to provide greater value and service to our clients.
A variety of factors may influence an advisor’s decision to move to another firm. UBS offers a supportive workplace, advisor-centric culture, world-class resources, and the ability to provide greater value and service to our clients.
One specific differentiator is the UBS Chief Investment Office (CIO). In fact, our UBS CIO team received the inaugural award for the best Private Bank Chief Investment Office by PWM/The Banker. CIO is dedicated to serving our Wealth Management Financial Advisors and their clients with business-critical market analysis and actionable insights to help them find new opportunities, navigate risks and ultimately grow their existing business.
The UBS CIO team received the 2023 inaugural award for the best Private Bank Chief Investment Office by PWM/The Banker.
The UBS CIO team received the 2023 inaugural award for the best Private Bank Chief Investment Office by PWM/The Banker.
The PWM/The Banker Global Private Banking Awards are based on information April to June of the award year. UBS paid a license fee for use of the rating. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice.
This article provides a closer look at these advantages because UBS CIO is focused on what is best for you and your clients.
Our CIO team was designed to be one of the most important and trusted partners for the firm’s Financial Advisors. There are four distinct advantages for Financial Advisors working with UBS CIO:
Unique global scale and breadth of research
Unique global scale and breadth of research
Our UBS CIO team has an unrivaled global scale that helps our advisors and clients stay ahead of the curve.
The CIO team consists of 240-plus investment specialists across 12 key financial hubs. This unique setup enables 24-hour analysis and the ability to quickly assess the impact of global developments and communicate how this informs our investment strategy recommendations.
In the US specifically, we have over 50 analysts covering a wide range of topics, including portfolio strategy, asset allocation, and all major US equity and fixed income asset classes and sectors. We also continue to build out our research capabilities in the alternatives space and have resources devoted to longer-term opportunities around thematic and sustainable investments.
What does this mean for our Financial Advisors? A steady stream of trusted insights to help you assess developments around the world, and expertise right here in the US to help you understand our collective views.
A strong and independent investment process
A strong and independent investment process
Our global investment process, which results in our House View on the economy and markets, is seasoned with the goal of generating alpha. In the first half of this decade referred to as the “Roaring 20s,” CIO has helped our clients navigate vast amounts of volatility due to unprecedented global lockdowns, the outbreak of wars in Eastern Europe and the Middle East and the largest spike in interest rates and inflation in decades. As President Trump’s second term continues, our clients are eager for our guidance and advice. As such, UBS CIO launched ubs.com/potus47 to guide them through the implications of his policy agenda on portfolios.
A customized and personalized offering
A customized and personalized offering
Our team works closely with internal partners to ensure our Financial Advisors can build customized portfolios that align with CIO’s investment insights.
Another key differentiator of UBS CIO is our accessibility. Our team of analysts are dedicated to the wealth management business and available to meet with you and your clients—addressing a wide range of topics. Beyond the delivery of our market and economic outlook, we have recently hosted conversations on topics impacting clients’ everyday lives such as the housing market, and trends shaping the future such as the electric vehicle revolution, genomics, the metaverse and more.
Resources to power your client conversations
Resources to power your client conversations
Our thought leadership is designed for advisors to share with clients. In 2024, CIO published over 5,200 reports on a variety of topics, hosted more than 20 client livestreams with over 123,000 views, created 205 videos and had over 860 appearances UBS CIO On-Air podcasts. CIO can also help power your client meetings. In particular, our Financial Advisors benefit from content-rich presentations and slides to use with clients.
Visit ubs.com/views for more CIO content.
To learn more about how the UBS CIO can support your business growth or to apply for a UBS Financial Advisor role, submit your contact information to be connected with a Field Leader.
To learn more about how the UBS CIO can support your business growth or to apply for a UBS Financial Advisor role, submit your contact information to be connected with a Field Leader.
