Douglas Wilde

Capital Markets Strategist
AM@ConsciousWealth.Global
Phone
860-659-8299

About:

Douglas Wilde

Doug was the Managing Director and Head of Investment Management, a business he created, within UBS Wealth Management Solutions. Doug’s investment management organization was responsible for managing over $9 billion in assets under management and over $8 billion in assets under advisement. With over 25 years of industry experience, he served as a voting member and the Chairman of the Portfolio Strategy Group Investment Committee. He joined UBS in 2004 as Chief Portfolio Strategist in the research department. Doug transitioned from the research department to an asset management role within Wealth Management Solutions in 2005.

As the Head of Investment Management, Doug oversaw the team responsible for developing asset allocation and portfolio management strategies designed to meet the needs of high net worth private clients, including creating and managing equity, mutual fund, and exchange traded fund strategies for UBS discretionary advisory programs. Doug and his team also created portfolio models available for implementation on a discretionary or non-discretionary basis, at the option of the client. In addition to his asset management responsibilities, Doug oversaw the Investment Management Research department which conducted due diligence on external asset managers.

Prior to joining UBS, Doug was associated with Merrill Lynch for 11 years. During his tenure at Merrill Lynch, he held various senior research positions associated with investment policy, strategy and asset allocation. Doug created the first Global emerging markets strategy service, as well as the first Global sector investment advisory services product. He also was responsible for creating a triple-patented web-based asset allocation portfolio management application for global institutions.

Education/Certifications

Doug holds his Master’s in applied economics from American University in Washington, D.C. He received his B.A. from Colby College in Waterville, Maine, and holds the following securities licenses: Series 7, 24, 63, 66, 86 and 87.

Posts From:

Douglas Wilde

9.30.22

Monthly Market Updates - Q3 2022

Sometimes information in the market is coming so quickly that it is stale by the time you write about it. The end of Q3 was clearly not the end of a fast moving story, much less a chapter, so we again hit ‘pause’ on the newsletter...

Author:

Douglas Wilde

Monthly Market Updates
8.31.22

Monthly Market Updates - Late Summer 2022

In this late-Summer edition of our newsletter, we are going to take a look at the July rally and its precedents in historical bear markets, and then later in the newsletter step through the looking glass and reflect (pun very much intended) on a...

Author:

Douglas Wilde

Monthly Market Updates
7.22.22

Chart of the Week for July 22, 2022

The growth in the US money supply is decelerating rapidly, which is problematic for the economy and capital markets. To be absolutely clear, the money supply itself is not shrinking – the rate of growth is. It is no secret that the...

Author:

Douglas Wilde

Monthly Market Updates
6.30.22

Chart of the Week for June 30th, 2022

This chart comes to us from a Bloomberg article citing their proprietary US sell-side stock analyst ratings which have not been more bullish since 2002 (their scale is 1 to 5 with 1 being equivalent to a “sell” recommendation and 5 a “buy”). On the..

Author:

Douglas Wilde

Monthly Market Updates
6.30.22

Monthly Market Updates - Q2 2022

Q2 of 2022 came to a close, ending a poor first half for US markets not seen since 1970. The difference this time may be there is little that would give reason to believe we will experience a second half rally like the market enjoyed in ’70. The...

Author:

Douglas Wilde

Monthly Market Updates
6.20.22

Chart of the Week for June 20th 2022

Juneteenth There is so much brilliant historical and current writing on the significance of this day that we eagerly defer to the scholarship around it for the authoritative sociopolitical and historical view. Our business is of course investing...

Author:

Douglas Wilde

Monthly Market Updates

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