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UBS On-Air: Conversations

UBS On-Air: Conversations

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 UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhereUBS AG Politik & Regierungen
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  • Planning Podcast Series: Year-end planning strategies

    Planning Podcast Series: Year-end planning strategies
    Nov 17 2025
    Jennifer Lan and Chelsea Rubio from the UBS Advanced Planning Group join UBS Conversations to outline planning considerations to be mindful of as we approach year end, including income tax planning, wealth transfer planning, trust planning and administration, and charitable giving. Host: Daniel Cassidy
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    9 Min.
  • Top of the Morning: Year-end planning priorities - Retirement and tax strategies

    Top of the Morning: Year-end planning priorities - Retirement and tax strategies
    Nov 5 2025
    Join Justin Waring, Head of UBS Wealth Way Strategy and Solutions, as he outlines year-end planning priorities and what’s on the horizon for retirement and tax strategies in 2026. Whether you are decades away from retirement, getting ready to transition to retirement, or already enjoying your retirement years, the end of the year is an ideal time to review your plan for both risks and new opportunities. Host: Daniel Cassidy
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    20 Min.
  • Cybersecurity for Family Offices: Safeguarding Wealth in a Digital World

    Cybersecurity for Family Offices: Safeguarding Wealth in a Digital World
    Oct 31 2025
    In honor of Cybersecurity Awareness Month, this episode of the Family Office Solutions podcast explores the rising threat landscape facing family offices and ultra-high-net-worth individuals. Host Mark Tepsich, Family Office Design and Governance Specialist for Family Office Solutions is joined by Sarah Rosen, Managing Director and Head of Strategic Partnerships at Blackcloak, a cybersecurity and privacy firm within the UBS Professional Network. Together, they unpack the unique vulnerabilities family offices face - from fragmented digital footprints to personal device risks - and offer actionable strategies to build a robust cybersecurity framework. Whether you're just beginning to explore cybersecurity or looking to strengthen existing protocols, this episode provides essential insights to protect both institutional and personal assets.
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    22 Min.
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