John Matthews
Head of Private Wealth Management Americas, UBS. On 1 show, 1 appearance. The Shows tab opens the full record on each.
executiveoperatorubs.com/us/en/wealth-management/our-solutions/private-wealth-management.html ↗
John Mathews oversees UBS's private wealth business across the Americas, supporting specialized advisor teams catering to ultra-high-net-worth clients and family offices. He has spent decades in senior leadership directing advisor recruitment, portfolio solutions, and alternatives platforms for the wirehouse.
1shows
1appearances
18statements
4resolved
3supported
0contradicted
75%fully supported
2said about them ↓ Everything John Matthews said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Matthews: US clients must focus significantly more on personal and cyber security
“The rest of the world's been going through this for the last five years or a decade. We haven't, and I think we all have to be more focused on our own personal security.”
Matthews: Women will control over 50% of US wealth by 2032
“In seven years, they're going to control over 50% of the wealth in the United States because of this baby boomer phenomenon.”
Matthews: Zero interest rates accelerated wealth accumulation for existing asset owners
“When interest rates are sitting at zero for a period of time, wealthy clients were gonna get significantly more wealthy faster. When there's zero cost to borrow, and you already have assets, regardless of what's happening in the markets, you can redeploy those…”
Matthews: The next decade could be the greatest era for wealth advisors
“If we focus on that over the next five to 10 years, it could be the greatest five to 10 years in the industry for a financial advisor.”
Matthews: UBS is agnostic to fund size despite inevitable client allocation constraints
“We're agnostic to size of the fund, and sometimes that creates a queue at the window to get them, and sometimes that creates clients not having the best experience because they didn't get it, or they got a much smaller amount that they originally wanted alloca…”
Matthews: Scarcity in fund capacity increases confidence in asset managers
“And having scarcity sometimes gives me more confidence in the manager because they're not overextending themselves”
Matthews: Performance alone cannot sell complex illiquid products to wealth advisors
“Our industry still is a relationship business, and you can post all the numbers you want to, but there's got to be some type of human interaction when you're talking about an illiquid, more complex investment.”
Matthews: Private wealth clients should allocate at least 20% to alternative investments
“I think it should be 20. Our CIO's calling for higher than 20, so we still have a long ways to go.”
Matthews: Perpetual and liquid structures are replacing traditional locked-up private funds
“So we see vintage, perpetual, and liquid alternatives filling the gap of where maybe the traditional alternative platform was. And we see all of our alternative asset management partners out there coming to market with those types of programs as well.”
Matthews: Advisors typically retain 80% of clients when switching firms
“In the United States, when an advisor leaves from one firm to the other, they typically take around 80% of their clients with them.”
Matthews: UBS manages over $6 trillion in total wealth globally
“We're the world's largest global wealth manager. We manage on our wealth platform alone over four trillion dollars. If you include our asset management company, we're over six trillion dollars of wealth around the world. 2.1 trillion of that wealth sits in the…”
Matthews: UBS ranks as largest wealth manager across Asia, LatAm, and EMEA
“We're the largest wealth manager in Asia. We're the largest wealth manager now in Latin America after our Credit Suisse acquisition. And we're the fourth largest wealth manager in the United States based on assets under management from wealth clients. Also the…”
Matthews: 60% of UBS US wealth assets belong to ultra-high-net-worth clients
“In the US, two trillion dollars of assets under management, about 60% of those assets are in ultra high net worth assets. It's been the fastest growing client segment That we've had at our firm for the last 15 years.”
Matthews: UBS employs 661 private wealth advisors across 230 teams
“We have 661 what we call private wealth advisors. Those are the advisors that primarily focus on the ultra high network client segment. You have to have some certain criteria to qualify for that. You already have to have a certain number of ultra high network …”
Matthews: UBS employs over 30 in-house trust and estate attorneys
“For example, we have over, over 30 trust and estate attorneys. At UBS, we don't outsource this stuff.”
Matthews: UHNW alternative allocations have flipped from hedge funds to private equity
“You'll see our wealthier clients have a larger percentage, more than eight percent usually, to the alternative space, more heavily focused on private equity than hedge funds. That's been a flip. 15 years ago, that was all hedge funds. Now it's mainly private e…”
Matthews: UBS's fastest-growing platform separates advice fees from product manufacturing costs
“So think about separating the cost of manufacturing from the cost of distribution or advice. That's the fastest growing platform we have here right now, where advisors want to say, Mr. And Ms. Jones, instead of me buying this the traditional way, I'd rather bu…”
The other half of the tape: John Matthews's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode across the shows. 1 statement on the record names them. every mention, with the transcript →
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Capital Allocators 1
2025 1 mention in 1 episode
One line per show, most statements first. The link opens John's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| CAPITAL ALLOCATORSLEDGER | Head of Private Wealth Management Americas, UBS | 1 | 18 | 75% 3/4 | full record on Capital Allocators → |