Mark Haefele

UBS’s Chief Investment Office (CIO)—which celebrated its tenth anniversary in 2021—is at the core of UBS’s USD 5.4 trillion investment ecosystem, bringing outstanding thought leadership and investable solutions to individuals and families around the world. Mark leads a team of about 1,200 investment professionals working 24/7 and 365 days a year in 19 locations around the globe. It was named ”Best Private Bank for Chief Investment Office” in the Financial Times-owned Professional Wealth Management/ The Banker Global Private Banking Awards 2023 for the second time since the category was introduced in 2021 and was recognized as “the world’s best private bank for discretionary portfolio management” in the 2023 Euromoney Private Banking Awards.

The team’s passion and focus is to help clients reimagine the power of investing and connections so that they can live the life they choose today, prepare for their lives tomorrow, and improve the lives of others. Mark joined UBS as Head of Investment, CIO WM in 2011. He was previously the co-founder and co-fund manager at Sonic Capital and served as a Managing Director at Matrix Capital Management. A former lecturer and acting dean at Harvard University, Mark appears frequently in numerous financial media around the world, including CNBC, Bloomberg and the WSJ. He also posts investment and other views regularly on LinkedIn where he now has over half a million followers.