Thomas Mantione began his career in financial services in 1993 and came to UBS in 2003. During his 20 years in the field, Mr. Mantione has come to focus on cash-flow-based planning, asset and liability management and wealth-transfer planning. He is certified as a financial planner, investment management analyst and private wealth advisor and holds securities and life insurance licenses. Mr. Mantione lives with his family in Ridgefield, Conn.
Thomas Mantione began his career in financial services in 1993 and came to UBS in 2003. During his 20 years in the field, Mr. Mantione has come to focus on cash-flow-based planning, asset and liability management and wealth-transfer planning. He is certified as a financial planner, investment management analyst and private wealth advisor and holds securities and life insurance licenses. Mr. Mantione lives with his family in Ridgefield, Conn.
What’s going on with billionaires?
It is our observation that people are curious about those who have great wealth, evidenced by persistent media coverage of their business acumen, philanthropy and entrepreneurialism. But what does it really mean to have a net worth in the thousands of millions? How did these people get to that point, and what’s important to them? […]
How do wealthy clients feel about the upcoming presidential election?
The U.S. presidential election is first and foremost on the minds of most wealthy investors. We are facing a “change election,” with the possibility of electing the first woman as president or electing someone with no political background at all. For the third quarter of 2016, UBS Investor Watch focused on what either of these […]
How can you avoid becoming a “burden” to your children in old age?
It’s probably no surprise that longterm care is a major concern to investors. The 2015 4Q UBS Investor Watch report, Unassisted Living,1 indicated that UBS investors’ number one concern was becoming a burden to their family. Yet despite this fear, many investors want to continue to stay in their own homes, relying on a spouse […]
What’s going on with billionaires?
It is our observation that people are curious about those who have great wealth, evidenced by persistent media coverage of their business acumen, philanthropy and entrepreneurialism. But what does it really mean to have a net worth in the thousands of millions? How did these people get to that point, and what’s important to them? […]
How do I plan for longevity?
In the fourth quarter of 2013, UBS Investor Watch released a piece entitled “80 is the new 60,” a survey that analyzes investment sentiment and behavior. The general takeaway from the survey is that while life expectancy continues to grow slowly, the quality of the years spent in retirement has rapidly increased. I recently had […]
