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The Petika Wealth Management Group Podcast

UBS advisor podcasts

Discussion of relevant topics in today's market environment as well as interviews with local business leaders.

PublishesInfrequentlyEpisodes39Founded4 years ago
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Artwork for The Petika Wealth Management Group Podcast

Latest Episodes

On this episode, we are joined by Annalee Kruger, founder of Care Right Inc. Annalee brings over 30 years of experience guiding families through medical crises, senior care decisions, and the emotional and financial challenges of caregiving. During o... more

On this episode, we are joined by James Mazeau, Economist for UBS Chief Investment Office, to discuss the recently released Global Wealth Report 2025. In an era marked by rapid economic shifts and unprecedented market developments, understanding tren... more

On this episode, we provide an update on the current developments within the healthcare sector as we have a conversation with Eric Potoker, Healthcare Sector Strategist, UBS Global Wealth Management Chief Investment Office. During this conversation, ... more

On this call, we dive into the latest market trends and key economic developments shaping the financial landscape. Joining us to discuss these topics is Mike Ryan, Vice Chair GWM, UBS Financial Services Inc.

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this podcast launched 4 years ago and published 39 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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