The Petika Wealth Management Group Podcast
UBS advisor podcastsDiscussion of relevant topics in today's market environment as well as interviews with local business leaders.
| Publishes | Monthly | Episodes | 45 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Business NewsNews | |||
Listen to this Podcast
Latest Episodes
In this episode, we talk with Sunny Mehra, CIO Equity Strategist - Consumer, at UBS Financial Services to discuss the last 250 years of innovation in the consumer sectors including the invention of the assembly line and where we see opportunities goi... more
In this episode, we talk with Jeff Harwood, CIO Equity Strategist - Financials, at UBS Financial Services. During our conversation, we discuss the last 250 years of innovation in the financial sector, what comes next, and where do we see opportunitie... more
In this episode, we sit down with Jay Dobson, CIO Equity Strategist, US Energy & Utilities, UBS Financial Services, to breakdown how recent geopolitical tensions are reshaping the energy landscape - from crude oil price volatility and supply chain di... more
In this episode, we sit down with retired U.S. Navy Admiral, Jonathan Greenert, to break down today's geopolitical landscape and the forces shaping global security. Drawing on decades of military leadership and strategic experience, the Admiral offer... more
On this episode, we dive into the key trends, challenges, and opportunities shaping the stock market and economy for the year ahead in 2026. Joining us to discuss these topics is Kurt Reiman, Head of Fixed Income, CIO Americas, UBS Global Wealth Mana... more
On this episode, we are joined by Justin Waring, Head of UBS Wealth Way Strategy & Solutions, to discuss year end planning opportunities including: managing capital gains, revisiting retirement contribution strategies, year end giving, and developmen... more
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
Key Facts
Recent Guests
Host
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #233 |  Singapore/News/Business News |
Top Business News Podcasts
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
The show centers on macroeconomic trends, financial markets, and long-term investment themes, with a strong emphasis on how technology, energy, and geopolitics intersect with wealth management. Episodes blend historical context with forward-looking analysis, featuring UBS researchers, industry analysts, and senior practitioners who translate complex topics into actionable insights for investors and financial professionals. A recurring strength is connecting global events to portfolio implications, from advances in automation and AI to energy security and macro policy. The format tends to pair a wealth-management host with expert guests to illuminate strategy, risk, and opportunities in a complex economy. Notable for its niche blend of finan... more
Where can I find podcast stats for this podcast?
Rephonic provides a wide range of podcast stats for this podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to this podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does this podcast get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for this podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for this podcast?
Rephonic provides comprehensive predictive audience data for this podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does this podcast have?
To see how many followers or subscribers this podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
How many episodes of this podcast are there?
this podcast launched 4 years ago and published 45 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact this podcast?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for this podcast?
Rephonic pulls ratings and reviews for this podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for this podcast?
Rephonic provides full transcripts for episodes of this podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Sunny Mehra
2. Jeff Harwood
3. Jay Dobson
4. Jonathan Greenert
5. Kurt Reiman
6. Annalee Kruger
7. James Mazeau
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.