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

3.1.22

Monthly Market Update - February 2022

A little more than a month ago, we took steps to reduce our exposure to equity risk as the capital markets digested their nearly unprecedented runup since the pandemic nadir in March of 2020. Our feeling has been that signals of transient inflation..

Author:

Douglas Wilde

Monthly Market Updates
2.18.22

Monthly Market Update - January 2022

January is in the books, and it was a rough ride. The month-end numbers belie just how rough. There was nowhere to hide for investors as everything – equities, bonds, even digital assets were being indiscriminately dumped. But, that is also only...

Author:

Douglas Wilde

Monthly Market Updates
12.8.21

Chart of the Week for December 6th 2021

Through the end of November, the S&P 500 has delivered a robust 23.2% year-to-date total return, piling on to 2020’s impressive full-year 18.4% clip. On its face, such strong stock market results would seem implausible given the disruptive forces...

Author:

Douglas Wilde

Monthly Market Updates
11.29.21

Chart of the Week for November 29th 2021

Consumer prices in the US are observably on the rise across a broad array of products and services. The Federal Reserve’s preferred inflation gauge, the PCE, last week registered a 4.1% annual increase, well above the Fed’s target.

Author:

Douglas Wilde

Monthly Market Updates
11.10.21

Chart of the Week for November 10, 2021

There were several positive aspects of last week’s BLS report on labor market conditions. Unemployment fell to 4.6% showing steady progress towards the multi-decade lows experienced prior to the pandemic.

Author:

Douglas Wilde

Monthly Market Updates

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