The �鶹�� Chief Investment Office (CIO) supports business growth

A variety of factors may influence an advisor’s decision to move to another firm. �鶹�� offers a supportive workplace, advisor-centric culture, world-class resources, and the ability to provide greater value and service to our clients.

One specific differentiator is the �鶹�� Chief Investment Office (CIO). In fact, our �鶹�� CIO team received the inaugural award for the best Private Bank Chief Investment Office by PWM/The Banker. CIO is dedicated to serving our Wealth Management Financial Advisors and their clients with business-critical market analysis and actionable insights to help them find new opportunities, navigate risks and ultimately grow their existing business.

The �鶹�� CIO team received the 2023 inaugural award for the best Private Bank Chief Investment Office by PWM/The Banker.��

The PWM/The Banker Global Private Banking Awards are based on information April to June of the award year. �鶹�� paid a license fee for use of the rating. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice.��

This article provides a closer look at these advantages because �鶹�� CIO is focused on what is best for you and your clients.

Our CIO team was designed to be one of the most important and trusted partners for the firm’s Financial Advisors. There are four distinct advantages for Financial Advisors working with �鶹�� CIO:

Unique global scale and breadth of research

Our �鶹�� CIO team has an unrivaled global scale that helps our advisors and clients stay ahead of the curve.

The CIO team consists of 240-plus investment specialists across 12 key financial hubs. This unique setup enables 24-hour analysis and the ability to quickly assess the impact of global developments and communicate how this informs our investment strategy recommendations.

In the US specifically, we have over 50 analysts covering a wide range of topics, including portfolio strategy, asset allocation, and all major US equity and fixed income asset classes and sectors. We also continue to build out our research capabilities in the alternatives space and have resources devoted to longer-term opportunities around thematic and sustainable investments.

What does this mean for our Financial Advisors? A steady stream of trusted insights to help you assess developments around the world, and expertise right here in the US to help you understand our collective views.

A strong and independent investment process

Our global investment process, which results in our House View on the economy and markets, is seasoned with the goal of generating alpha. In the first half of this decade referred to as the “Roaring 20s,” CIO has helped our clients navigate vast amounts of volatility due to unprecedented global lockdowns, the outbreak of wars in Eastern Europe and the Middle East and the largest spike in interest rates and inflation in decades. As President Trump’s second term continues, our clients are eager for our guidance and advice. As such, �鶹�� CIO launched ubs.com/potus47 to guide them through the implications of his policy agenda on portfolios.

A customized and personalized offering

Our team works closely with internal partners to ensure our Financial Advisors can build customized portfolios that align with CIO’s investment insights.

Another key differentiator of �鶹�� CIO is our accessibility. Our team of analysts are dedicated to the wealth management business and available to meet with you and your clients—addressing a wide range of topics. Beyond the delivery of our market and economic outlook, we have recently hosted conversations on topics impacting clients’ everyday lives such as the housing market, and trends shaping the future such as the electric vehicle revolution, genomics, the metaverse and more.

Resources to power your client conversations

Our thought leadership is designed for advisors to share with clients. In 2024, CIO published over 5,200 reports on a variety of topics, hosted more than 20 client livestreams with over 123,000 views, created 205 videos and had over 860 appearances �鶹�� CIO On-Air podcasts. CIO can also help power your client meetings. In particular, our Financial Advisors benefit from content-rich presentations and slides to use with clients.

�վ��ubs.com/views for more CIO content.

To learn more about how the �鶹�� CIO can support your business growth or to apply for a �鶹�� Financial Advisor role, submit your contact information to be connected with a Field Leader.��

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There are two sources of �鶹�� research. One source is written by �鶹�� Wealth Management Research (“WMR”). WMR is part of �鶹�� Global Wealth Management & Business Banking (the �鶹�� business group that includes, among others, �鶹�� Financial Services Inc. and �鶹�� International Inc.), whose primary business focus is individual investors. The second source is written by �鶹�� Investment Research. �鶹�� Investment Research is part of �鶹�� Securities LLC, whose primary business focus is institutional investors. The individual report style, length and content are designed to be more easily used by individual investors.

The research reports may include estimates and forecasts. A forecast is just one element of an overall report. Differences may sometimes occur between the individual and institutional reports with respect to interest rate or exchange rate forecasts due to differences of opinions. The analysts preparing individual and institutional research use their own methodologies and assumptions to make their own independent forecasts. Neither the institutional forecast nor the individual forecast is necessarily more reliable than the other.

The various research content provided does not take into account the unique investment objectives, financial situation or particular needs of any specific individual investor. If you have any questions, please consult your Financial Advisor.

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosure.

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