UBS, every mention
10 scenes (said by Ted Seides), the whole family · ← back to UBS
tap a year for its mentions
every year anyone Ted Seides 17John Matthews 16Nigel Dawn 7James Aitken 4Chris and Rob Michalik 4Simon Krinsky 3Ryan Lovell 3Dawn Fitzpatrick 3Brett Barth 2Andrew Milgram 2
Verbatim, from the transcripts: the passages where UBS comes up
Year in Review 2025 (EP.478)
- ▶ 30:09 Ted Seides John Matthews, the head of UBS's private wealth channel, and he's running 230 teams that manage north of a billion dollars.
Ted on Alt Goes Mainstream (EP.458)
- ▶ 24:10 Ted Seides So if you're a very large sovereign wealth fund or your UBS platform or JP Morgan private bank, and you need access to large dollars to put to work, you don't necessarily need to make as high a return as someone who's smaller and has a…
John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
- ▶ 6:50 Ted Seides My guest on the second episode of Private Wealth is John Matthews, the Head of Private Wealth Management in the Americas for UBS. 3 times in the scene
- ▶ 46:05 Ted Seides And you have the UBS business, you have all these different advisors, you then have their clients, and then asset managers, and in particular alternatives, that's been a big issue for a long time. 2 times in the scene
- ▶ 47:56 Ted Seides And if you take that up a level of the advisors and their relationship with UBS, there's long been a history of, you know, as you said, the onset, advisors as independent contractors.
Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, EP.112)
- ▶ 4:27 Ted Seides In 2016, UBS Asset Management promoted her to global head of equities, multi-asset, and O'Connor,
- ▶ 4:48 Ted Seides Our conversation starts with Dawn's development in the industry from trading and option pits to navigating the global financial crisis at O'Connor and leadership roles at UBS.
- ▶ 18:56 Ted Seides Was O'Connor part of UBS at that point in time? 3 times in the scene
- ▶ 20:16 Ted Seides And so then a few years after that, you got moved into being head of asset management for UBS. 3 times in the scene
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 4:36 Ted Seides In August of 2006, two years before the crisis hit, he joined UBS, where he deployed his knowledge of the inner workings of the financial system to help his institutional investor clients successfully navigate their portfolios through 2007…