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

9.19.23

Portfolio Update - September 2023

Wilde Capital’s last significant tactical portfolio adjustments in early March were set to address the prevailing conditions of persistent inflation and the Fed’s determination to choke it out through continuing rate action, and concerns about...

Author:

Douglas Wilde

Monthly Market Updates
6.30.23

Newsletter and Capital Markets Review - Q2 2023

What goes up must come down. Right? A handy rule of thumb when investing in public markets is that, when the consensus is overwhelming in one particular direction, the best play is often to invest the opposite way. That is for two reasons. One, if...

Author:

Douglas Wilde

Monthly Market Updates
4.1.23

Monthly Market Updates - Q1 2023

The US Bureau of Labor Statistics (BLS) reports the annual percentage change of Unit Labor costs for Nonfarm Businesses on a quarterly basis, and for the past four quarters it has been persistently high. The most recent reading as of December 31...

Author:

Douglas Wilde

Monthly Market Updates
3.3.23

Portfolio Update - March 3, 2023

It has been a year and a few days since the last major tactical adjustment Wilde Capital made to our model portfolio suites. Since that time the forces that we predicted would weigh on markets played out – equities are lower, rates are higher...

Author:

Douglas Wilde

Monthly Market Updates
1.31.23

Monthly Market Update - January 2023

The annual growth rate of the US broad money supply (M2) as of December 31, 2022 contracted for the first time since Fed records began in January of 1959 and yet the US stock market posted one of its strongest January returns in several years...

Author:

Douglas Wilde

Monthly Market Updates
12.20.22

Monthly Market Updates - Holiday 2022 Newsletter

It is a holiday newsletter, but not with the most festive tone. Markets have tempered their decline some, but the challenges remain in front of rather than behind us. As expected, the US Federal Reserve increased the Fed Funds target rate by an...

Author:

Douglas Wilde

Monthly Market Updates

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