US Brokers and Asset Managers "2026 UBS Wealth Management Forum - Preview ..."

Research evidence excerpt

US Brokers and Asset Managers "2026 UBS Wealth Management Forum - Preview ..."

Global Research

20 May 2026ab

US Brokers and Asset Managers Equities

Americas2026 UBS Wealth Management Forum - Preview

& Question List Financial

Michael Brown

Analyst

mike.brown@ubs.com

UBS Wealth Management Forum +1-212-713 1387

Our 1-day UBS Wealth Management Forum will take place on May 26 in NYC. Mary Mahrer

Participants are joining from all corners of the Wealth industry and we are excited to Analyst

welcome wealth specialists from APO, ARES, CG, OWL, and STEP; private players Facet mary.mahrer@ubs.com

(hybrid AI-advisor platform) and Range (fully AI powered wealth allocator); as well as a +1-212-713 9014

prestigious line up of subject matter experts from UBS Wealth Management. Vijeth Mudalegundi

UBS Question Bank: Addressing the topics most on investors minds vijeth.mudalegundi@ubs.com

In the following pages, we have outlined questions for each company's representatives. +1-212-649 8172

We anticipate a day of topical discussions around asset allocation, product Daniel Lehmann

development, alternatives in model portfolios/retirement accounts, sweep cash Associate Analyst

dynamics, the Clarity Act, tokenization, L/S tax-advantaged products, AI, competition daniel-j.lehmann@ubs.com

for advisor recruitment, and much more. +1-212-713 2391

Cory Johnson

AI, AI, AI Associate Analyst

cory.johnson@ubs.com

AI continues to consume all the oxygen within the wealth space. We expect it will be

+1-212-882 0078

front and center for every conversation; in terms of opportunities from advisor

productivity, back office efficiency, and threats AI based wealth advice and sweep cash

economics. It’s early days for cash sweep disruption clarity, which may underwhelm