Collaboration provides 85,000 advisors access to WisdomTree’s custom models
NEW YORK–(BUSINESS WIRE)–WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced that the Siegel-WisdomTree Moderate, Longevity and Global Equity Model Portfolios are now available on the UBS Financial Services Inc. (“UBS”) separately managed account platform.
The Siegel-WisdomTree model collaboration with Professor Jeremy Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School, brings a unique solution to UBS and their clients. The Siegel-WisdomTree Models are designed to empower investment advisors to better serve their clients’ long-term goals of wealth creation and protection across changing market environments. The portfolios apply the core investment principles from Professor Siegel’s research while also reflecting the ongoing views of WisdomTree’s Model Portfolio Investment Committee.
“We are excited to work in par
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