UBS
Wealth Management Americas and its dedicated research arm, Wealth
Management Research (WMR), today announced the creation of the Research
Advisory Board, a collection of outstanding thought leaders and
financial experts from across the industry who will regularly contribute
to and inform the intellectual capital UBS makes available to financial
advisors and clients. Representing a major milestone in the evolution of
WMR's Chief Investment Strategist function, the move underscores the
commitmentof UBS Wealth Management Americas to helping its
clients reach their goals by delivering the best research from the
smartest minds in the industry.
The Research Advisory Board will be led by Mike Ryan, Chief Investment
Strategist of UBS
Wealth Management, and will feature eight external investment
experts:
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Richard Bernstein, CEO of Richard Bernstein Advisors LLC
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Dr. David Kelly, Chief Market Strategist for J.P. Morgan Funds
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Henry McVey, Head of Global and Macro Asset Allocation for Kohlberg
Kravis Roberts & Co. L.P.
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Dr. Laurence Meyer, Senior Managing Director at Macroeconomic Advisers
and former member of the Board of Governors of the Federal Reserve
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Helena Morrissey CBE, CEO of Newton Capital Management Limited, part
of BNY Mellon
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Rick Rieder, Chief Investment Officer of Fixed Income at BlackRock
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Nick Thakore, Portfolio Manager and Co-Head of US Equities at Putnam
Investment Management
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Catherine Wood, Chief Investment Officer of Thematic Portfolios at
AllianceBernstein
In addition to enriching collaborative reports and research projects,
the Research Advisory Board will bring additional intellectual rigor and
external insights to Wealth Management Americas'Investment
Committee and offer financial advisors access to select content from
Board members.
"Today's investment world has never been more complex or uncertain, and
more than ever, clients need a higher level of specialization and the
ability to draw on the best thinking available," said Ryan. "The
Research Advisory Board enhances our unique offering by convening
leading investment experts to further build our open intellectual
capital platform, which features the best market insights, regardless of
their source. In doing so, it will help arm our clients with the
resources they need to make financial decisions with greater confidence
than ever before."
Richard Bernstein, CEO of Richard Bernstein Advisors LLC, added, "UBS
has taken the bold step of forming an external Wealth Management
Research Advisory Board to bring diverse insights on a complex market
environment to its investors. I am excited to be a part of this
initiative and look forward to working with my industry peers to bring
the best of our thinking to bear on those market challenges for UBS'
clients."
About UBS Wealth Management Americas
UBS Wealth Management Americas provides advice-based relationships
through financial advisors who deliver a fully integrated set of
products and services specifically designed to address the needs of
ultra high net worth, high net worth and core affluent individuals and
families. It includes the Wealth Management US business, the domestic
Canadian business and the international business booked in the United
States.
About UBS
UBS draws on its 150-year heritage to serve private, institutional and
corporate clients worldwide, as well as retail clients in Switzerland.
The firm combines its wealth management, investment banking and asset
management businesses with its Swiss operations to deliver superior
financial solutions.
