Most PMs with Russian assets wrote down their investments post-Ukraine invasion, while emerging market credit funds like Sandglass Capital thrived, posting a 24% gain in early 2024. Despite challenges, managers emphasize risk management and local insights as keys to consistent performance in volatile markets.
UBS Private Wealth Management has expanded its Miami team by hiring John Hardin as a financial adviser and Katelyn O'Hara as a senior wealth strategy associate. Both professionals bring extensive experience from JPMorgan and Goldman Sachs, focusing on ultra-high net worth clients. They will join the Integra Partners team, which manages approximately $7.2 billion in client assets.
A South Florida advisory team managing over $470 million in assets has transitioned to UBS Private Wealth Management from J.P. Morgan. John Hardin and Katelyn O’Hara will join the Miami office, enhancing UBS's commitment to personalized service for ultra-high-net-worth clients. They will integrate into the Integra Partners team, which has grown its assets to over $7.2 billion since its own move from J.P. Morgan in 2021.
John Hardin has joined UBS Private Wealth Management in Miami as a Financial Advisor, bringing extensive experience from J.P. Morgan, where he focused on ultra-high net worth clients. He is accompanied by Senior Wealth Strategy Associate Katelyn O’Hara, who also transitioned from J.P. Morgan. Together, they will enhance the capabilities of the Integra Partners team, which manages over $7.2 billion in client assets.
John Hardin has joined UBS Private Wealth Management in Miami as a Financial Advisor, alongside Senior Wealth Strategy Associate Katelyn O’Hara. Both professionals bring extensive experience from J.P. Morgan and Goldman Sachs, focusing on ultra-high net worth clients and investment strategies. They will be part of the Integra Partners team, which oversees over $7.2 billion in client assets.
John Hardin has joined UBS Private Wealth Management in Miami as a Financial Advisor, accompanied by Senior Wealth Strategy Associate Katelyn O’Hara. Both professionals bring extensive experience in serving ultra-high net worth clients, with Hardin holding a CFA designation and an MBA from NYU, while O’Hara also holds a CFA and a degree from University College Dublin. They will be part of the Integra Partners team, which has successfully grown its practice to oversee over $7.2 billion in client assets.
John Hardin has joined UBS Private Wealth Management in Miami as a Financial Advisor, bringing extensive experience from J.P. Morgan, where he focused on ultra-high net worth clients. He is accompanied by Senior Wealth Strategy Associate Katelyn O’Hara, who also has a background in high-net-worth services. Together, they will enhance the capabilities of the Integra Partners team, which manages over $7.2 billion in client assets.
John Hardin has joined UBS Private Wealth Management in Miami as a Financial Advisor, bringing extensive experience from J.P. Morgan, where he focused on ultra-high net worth clients. He is accompanied by Senior Wealth Strategy Associate Katelyn O’Hara, who also transitioned from J.P. Morgan. Together, they will enhance the firm's offerings in the Coral Gables office, contributing to a team that manages over $7.2 billion in client assets.
J.P. Morgan Asset Management is restructuring its alternatives business to enhance its competitive edge in private markets, led by executives with extensive experience. With $400 billion in alternative assets, the firm aims to better serve wealthy individual investors and family offices through tailored products, including evergreen funds and co-investment opportunities. This strategic shift reflects a commitment to active management and leveraging its private banking history to meet growing demand in the private credit and equity sectors.
UBS Asset Management maintains an overweight stance on Gilts and JPY, citing attractive valuations and the need for aggressive BoJ revaluation. In contrast, it is underweight on Japanese Government Bonds and Switzerland due to rising wages and expensive valuations, respectively. Emerging markets, particularly BRL and ZAR, are favored for their carry potential, while U.S. equities are seen as overvalued despite strong earnings.
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