#1
Global Equity Research
Institutional Investor, 2021 Global Rankings
Luke Wiley, Zachary Wiley, Nicholas Shine and Peter Kariofiles of Wiley Wealth Management
Our team has many years collective experience managing client accounts through several market cycles. We continually seek knowledge to be prepared to address the issues that impact the lives of our clients. We treat all of our clients with respect and stay actively engaged to ensure exceptional service is delivered. Wiley Wealth Management has and will continue to be genuinely committed to providing ongoing value to the wealth management needs of our clients.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Learn more about the investment discipline and strategy formula called The 52-Week Low Formula™. The formula applies strict valuation metrics to identify each company (i.e., minimum Free Cash Flow Yield) while challenging conventional wisdom and its emotional pressures (i.e., companies trading closest to their 52-week low). This consistent evaluation of value and a nonconformist mindset is applied throughout our individual stock selection.
Watch our latest House View livestream featuring Leslie Falconio, Head of Taxable Fixed Income Strategy and Nadia Lovell, Senior US Equity Strategist.
03 Aug 2023
#1
Global Equity Research
Institutional Investor, 2021 Global Rankings
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
World's best bank
for wealth management
Euromoney Award for Excellence, 2020-2022