Mark Haefele: Biography, Career, and Business Insights

Mark Haefele’s Profile Summary

Company	UBS
Position	Global Chief Investment Officer (CIO) of UBS Wealth Management and UBS Wealth Management Americas.
Source of wealth	Management and performance fees from UBS’s investment strategies, prior earnings from roles at Matrix Capital Management and The Sonic Funds
Also known as	Mark Haefele is also known for his roles as a former lecturer and acting dean at Harvard University and a frequent speaker on global financial markets.
Age	Unknown
Education	Australian National University - Master in History, Harvard University - PhD in Economic History
Citizenship	Unknown
Residence	Zurich, Switzerland
Family	Information about Mark Haefele's family is
Website, Social Media	https://www.ubs.com/

Mark Haefele’s biography

Mark Haefele has built a distinguished career in global wealth management, currently serving as the Global CIO at UBS Wealth Management. He joined UBS in 2011, where he initially headed the Chief Investment Office for Wealth Management. Haefele assumed the position of Global CIO in 2014, overseeing the investment strategy of the firm, which includes managing investments across diverse asset classes and geographies. Prior to his tenure at UBS, Haefele was Managing Director at Matrix Capital Management and co-founder of The Sonic Funds, where he gained significant experience in investment management. He holds a PhD in Economic History from Harvard University and a Master’s degree in History from Australian National University. Known for his expertise in market strategy, Haefele frequently contributes insights on global economic trends and investment outlooks, particularly in emerging markets and technology sectors

How did Mark Haefele make money?

Mark Haefele makes money in the following areas:

Management and performance fees from UBS’s investment strategies, prior earnings from roles at Matrix Capital Management and The Sonic Funds
What is Mark Haefele net worth?

As of 2025, there is no publicly available and reliable information regarding Mark Haefele’s net worth.

What is Mark Haefele also known as?

Mark Haefele has been recognized for his academic contributions. He served as a lecturer and acting dean at Harvard University, where he gained respect for his insights into economic history. His expertise in global markets has made him a sought-after speaker at international financial conferences, where he shares his views on investment strategies, technology sectors, and emerging markets. Haefele is also known for his appearances on media outlets, providing analysis and commentary on economic trends and investment outlooks.

Prominent achievements of Mark Haefele

Mark Haefele has overseen investment strategies for approximately USD 2 trillion in assets as UBS’s Global Chief Investment Officer. He is recognized for establishing a robust global investment process at UBS, contributing to consistent client success during volatile market conditions, and his strategic leadership in expanding UBS’s investment capabilities in emerging markets and alternative investments

What are Mark Haefele’s key insights?

Mark Haefele’s business philosophy centers on a long-term, strategic approach to wealth management, emphasizing the importance of diversification, sustainable investments, and global perspectives. He advocates for maintaining a disciplined investment process, even during market volatility, and often highlights the value of technological innovation and emerging markets in driving future growth.

Mark Haefele’s personal life

Mark Haefele maintains a private life, and no detailed information about his family is available from publicly verified sources.

Useful insights

Leading with purpose and integrity

To achieve long-lasting success, leading with integrity and purpose is crucial. Mary Barra, CEO of General Motors, demonstrates how strong leadership can propel you forward in your career or business.

Define your purpose and align it with your goals

Mary Barra emphasizes the importance of having a clear purpose. Identify your core values and ensure that your actions align with these values. This will give you the clarity and motivation needed to succeed, especially in challenging times.
Adapt to innovation and stay flexible

Barra's success is tied to her ability to guide GM through a transition toward electric vehicles. Always be open to innovation and stay flexible when markets or industries change. Adaptability is a key trait for anyone aiming to succeed.
Empower those around you

Successful leaders know how to empower their teams. By trusting and supporting the people around you, you create a culture of accountability and innovation. Help others succeed, and you’ll find that success naturally follows you as well.