$1 billion+
Assets under management
From dynastic family offices looking to preserve their legacy to executives at the height of their game to business magnates preparing for retirement, Gregory Marcus and his team offer you dynamic, personable and streamlined navigation through today’s complex financial arena.
Under the acclaimed leadership of Gregory Marcus, who helped establish the UBS Private Wealth Management office in Washington, DC over a decade ago, you’ll access a network of highly focused, seasoned professionals who dig deep to create customized solutions for your priorities and vision. The team is devoted to understanding your personal values and legacy, offering tailored advice and guidance, innovative investment strategies, responsible stewardship over generations and myriad opportunities to connect with like-minded peers.
Distinguished by our experience with clients whose investable assets exceed $100 million, our relationships are built to endure across generations—and our bespoke planning process can help streamline your financial network into a single established home.
We are also backed by the global resources of UBS, which is one of the world's largest investment firms with more than $5 trillion of assets under supervision. And you can take comfort in knowing that wealth management is our core business, accounting for 60 percent of the firm's revenue and profit.
$1 billion+
Assets under management
30
Client relationships
Eight
Investment professionals on the team
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Bloomberg.com - August 19, 2024
“While we do remain generally bullish, we don’t see a straight line up in the market, as the economy is slowing and there will likely be a mix of conflicting economic data points over the coming months, which is set to continue this recessionary debate,” said Greg Marcus at UBS Private Wealth Management.
Marcus believes the Fed is on track to cut interest rates by 25 basis points in September, barring a significant shock to the downside between now and the September meeting.
“Investors should be extending duration with their cash holdings in preparation for rate cuts,” he said. “It’s important to diversify within U.S. stocks and prepare for a broadening out in the market, as we believe this broadening of market participation is likely to include value stocks and small caps.”
MarketWatch.com - August 19, 2024
“The next catalyst for markets could come from the Federal Reserve’s closely watched Jackson Hole symposium and we expect Jerome Powell to hint strongly at rate cuts and try to calm the market,” Greg Marcus, a managing director at UBS Private Wealth Management in Washington, D.C. “He’ll make it clear that the Fed will be data dependent and won’t commit to any one position, but will continue to emphasize the importance of not forgetting that the Fed has a dual mandate.”
…Marcus said that “our view is that the economy is slowing, but not fast enough to enter recession territory … We believe the Federal Reserve is on track to cut interest rates by 25 basis points in September, barring a significant shock to the downside between now and the September meeting.”
TheStreet.com - February 24, 2024
Greg Marcus, managing director for UBS Private Wealth Management in Washington, sees at least one leg of that story improving over the coming months.
"Even though market breadth is still narrow, it's wider than it was last year, with more and more stocks this year outperforming the S&P 500," he said.
Marcus, who is forecasting four quarter-point rate cuts from the Fed this year, argues the cuts will "help spark wider breadth in this market."
CNBC.com - February 23, 2024
AI-adjacent big tech stocks have propelled the equity market to new highs, but there could still be more room ahead for gains.
In fact, UBS Private Wealth Management’s Greg Marcus believes that investors should take advantage of market volatility to buy into big tech.
“There will likely be pullbacks and volatility over the next few months and we are supportive of the buy the dip mentality when it comes to big tech,” he said.
Besides being beneficiaries of the artificial intelligence theme, Marcus also pointed out that many big tech firms have strong balance sheets and earnings growth potential, characteristics that can weather a higher interest rate environment.
However, the wealth manager also underscored that the market rally is likely to broaden in 2024.
“While we expect a continued resilience in tech stocks, we also expect a less dramatic, albeit still heavy, focus on the Magnificent 7,” he said.
Barrons.com - February 23, 2024
“Even though market breadth is still narrow, it's wider than it was last year, with more and more stocks this year outperforming the S&P 500. If the Federal Reserve cuts interest rates, that will likely help spark wider breadth in this market,” wrote Greg Marcus, managing director of UBS Private Wealth Management, in a research note.
Bloomberg.com - February 22, 2024
“There will likely be pullbacks and volatility over the next few months and we are supportive of the buy-the-dip mentality when it comes to big tech,” said Greg Marcus at UBS Private Wealth Management.
“Even though market breadth is still narrow, it’s wider than it was last year, with more and more stocks this year outperforming the S&P 500,” Marcus added.
Marcus at UBS says that if the Federal Reserve starts cutting interest rates, that will likely help spark wider breadth in the market.
“While we expect a continued resilience in tech stocks, we also expect a less dramatic — albeit still heavy — focus on the ‘Magnificent 7’,” Marcus added. “Rate cuts are also likely to help support the broader market.”
TheStreet.com - December 11, 2023
"We expect to see another interest rate pause from the Federal Reserve on Wednesday, which would be an acknowledgement that inflation is coming down," said Greg Marcus, managing director for UBS Private Wealth Management in Washington.
"While the market is pricing in rate cuts in 2024, we expect the Fed to downplay the possibility of rate cuts in its commentary," he added.
Reuters - December 11, 2023
"We expect the Fed to downplay the possibility of rate cuts in 2024 in its commentary on Wednesday," said Greg Marcus, managing director at UBS Private Wealth Management.
"The stock market's recent strength is largely based on expectations of a soft landing and rates coming down in 2024. While this soft landing scenario is entirely possible, it is far from certain."
Bloomberg.com - December 10, 2023
To Greg Marcus at UBS Private Wealth Management, the stock market’s recent strength is largely based on expectations of a soft landing and rates coming down in 2024. While this soft landing scenario is entirely possible, it is not certain. The Fed is likely to start cutting interest rates sometime next year, but that may be because the economy is slowing and potentially contracting, in which case markets would look different than they do now, he noted.
“We expect to see another interest rate pause from the Federal Reserve on Wednesday, which would be an acknowledgement that inflation is coming down,” Marcus added. “While the market is pricing in rate cuts in 2024, we expect the Fed to downplay the possibility of rate cuts in 2024 in its commentary on Wednesday.”
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
First Vice President–Wealth Management
Financial Advisor
Team Administrator
Senior Wealth Strategy Associate
Wealth Strategy Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
First Vice President–Wealth Management
Financial Advisor
Team Administrator
Senior Wealth Strategy Associate
Wealth Strategy Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.
As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
