$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
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
Barron's - November 4, 2022
"The economy is slowing, but not enough to prompt a policy pivot from the Federal Reserve,” wrote Greg Marcus, managing director at UBS Private Wealth Management." We continue to think that it is too early to expect the Fed to signal a more dovish stance, and expect markets to be choppy into year-end.”
CNBC – July 1, 2022
“Consensus estimates for 2022 and 2023 remain largely unchanged from the start of the year, even though stock prices have declined considerably since then. Weak guidance could finally force cuts to consensus earnings estimates, which would likely add further downward pressure on stocks,” said Greg Marcus, managing director, UBS Private Wealth Management.
Bloomberg - June 30, 2022
After a rough first half of the year, July will be a pivotal month for the future direction of markets amid corporate earnings, key inflation data and the upcoming Fed policy meeting, according to Greg Marcus, managing director at UBS Private Wealth Management. He says volatility will probably remain elevated until there’s evidence that inflation is moderating, recession risks are receding and geopolitical threats are declining.
Barron’s - June 30, 2022
A sustained improvement in market sentiment looks unlikely until investors see convincing evidence that inflation has peaked,” wrote Greg Marcus, managing director at UBS Private Wealth Management. “There continues to be a high degree of uncertainty.
MarketWatch- April 19, 2022
This week is one of the busiest in the U.S. quarterly earnings reporting season, after a raft of banks posted somewhat disappointing results last week.
“I would continue to forecast solid profit growth,” despite challenges companies have been facing such as high inflation, said Greg Marcus, managing director at UBS Private Wealth Management, in a phone interview Tuesday.
U.S. economic data released Tuesday showed housing starts in March rose 0.3% from February despite high inflation and rising mortgage rates. Housing starts were up nearly 4% compared with March 2021.
“We have a massive shortage of housing in this country,” said Marcus, who is based in Washington, D.C.
Kiplinger - April 5, 2022
"It is undeniable that the Fed must rein in inflation, even with the risk of upsetting the stock market," says Greg Marcus, managing director at UBS Private Wealth Management. "The Federal Reserve under Jerome Powell has proven to be results-oriented and flexible. While it is a tall task, we believe the Fed is up for the challenge of engineering a 'soft landing."
The Washington Post and Associated Press – January 12, 2022
“We’re in a period where I don’t think we’ve ever been before with the amount of stimulus that was put to work,” said Greg Marcus, managing director of UBS Private Wealth Management. “You can’t have that much of an increase without having inflation ticking up.”
Bloomberg - January 11, 2022
“Sustained inflation appears to be with us far into 2022, which is likely to contribute to market volatility,” said Greg Marcus, managing director at UBS Private Wealth Management. “Regardless of the volatility seen in markets so far this year, corporate fundamentals are strong and we are expecting double-digit earnings growth this year, which should bode well for stock prices in 2022.”
Bloomberg Radio Interview – January 6, 2022
Managing Director–Wealth Management
Private Wealth Advisor
First Vice President–Wealth Management
Financial Advisor
Team Administrator
Senior Wealth Strategy Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
First Vice President–Wealth Management
Financial Advisor
Team Administrator
Senior 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
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
