The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported
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.”
John Matthews May 12, 2025 ▶ 48:35 John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
Assertion Supported
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…”
John Matthews May 12, 2025 ▶ 12:47 John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
Assertion Partly supported
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…”
John Matthews May 12, 2025 ▶ 13:09 John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
Assertion Supported
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.”
John Matthews May 12, 2025 ▶ 13:55 John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
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