John Mathews

John Mathews, Head of Private Wealth Management in the Americas for UBS, oversees $2 trillion in assets and leads a sizeable team of financial advisors. He discusses empowering advisors to deliver personalized investment solutions and the importance of balancing centralized strategies with local implementation. The conversation highlights the shift of baby boomers from wealth accumulation to distribution, as well as the rising interest in alternative investments. Mathews emphasizes the need for humility and client focus in effective leadership within the wealth management industry.