John Matthews, Head of Private Wealth Management Americas at UBS, explains how intergenerational wealth transfer to surviving spouses will shift wealth control.
0:00 / 0:05exact quote · 6.0s
720p mp4 · rendered on demand · StarZero watermark
“In seven years, they're going to control over 50% of the wealth in the United States because of this baby boomer phenomenon.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from John Matthews
Opinion
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.”
John MatthewsMay 12, 2025▶ 27:11John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
Insight
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…”
John MatthewsMay 12, 2025▶ 10:56John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
PredictionNot checkable as stated
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.”
John MatthewsMay 12, 2025▶ 24:20John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
Disclosure
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…”
John MatthewsMay 12, 2025▶ 34:51John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
Insight
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”
John MatthewsMay 12, 2025▶ 36:34John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
“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.”
John MatthewsMay 12, 2025▶ 38:48John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
Made with StarZero
Turn any episode into a week of clips.
This entire site, over 700 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.