06.08.2024
2024 US Elections: a new start
The attempted assassination of Donald Trump, Joe Biden's withdrawal from the race, and the rise of Kamala Harris: unexpected twists have emerged in the US presidential election.
Norman Villamin
Group Chief Strategist
Zurich, Switzerland
English
Norman Villamin joined UBP in November 2015 as Head of Investment Services and Treasury & Trading of UBP Zurich, shortly after which he was appointed Chief Investment Officer (CIO), Wealth Management. In 2023, he assumed the global role of Group Chief Strategist in which he is responsible for elaborating the Bank’s long-term investment strategy and developing investment convictions for the Bank’s Global Investment Committee.
Norman has over 20 years of experience managing wealth both on an advisory and a discretionary basis. He was previously Chief Investment Officer for Coutts International, Head of Investment Analysis & Advice for Citi Private Bank in the Asia-Pacific, Head of Asia-Pacific Research for HSBC as well as Head of Asia-Pacific Strategy for Morgan Stanley based in Hong Kong and Singapore.
He holds a bachelor’s degree in Business Administration from the University of Michigan and a master’s in Business Administration from the University of Chicago.
Explore more from Norman
25.07.2024
UBP Concludes Global Mid-Year Investment Outlook
We recently concluded a series of dynamic mid-year Investment Outlook events in key global cities, all with the theme of “Back to the Future.”
17.06.2024
2024 US elections come into view
Our experts examine the tumultuous US election landscape and historical market behaviour during election years, as well as anticipate the fiscal challenges awaiting the next president amidst record-high US federal debt levels.
27.05.2024
How the US government might deleverage its economy
US national government debt-to-GDP reached 120% in 2023, recapturing the level seen following years of wartime spending in 1945.
25.04.2024
Will the Fed continue to cut interest rates?
Strong Q1 economic data from the US manufacturing, housing and employment sectors, combined with inflation of between 3.5–4% since mid-2023, have caused markets not to only price out the six rate cuts they had priced in up until the start of 2024, but, more recently, to also begin to question whether the Fed might forego rate cuts entirely in 2024.
14.03.2024
India: A New Driver Emerges
Driven by Prime Minister Narendra Modi’s economic programme, India has embarked on a phase of infrastructure investment akin to China’s in the 1990s. In our latest edition of UBP Headlines, our Group Chief Strategist Norman Villamin takes a deep dive into the booming Indian market, exploring its investment opportunities.
02.02.2024
Monetary policy to give way to fiscal policy
UBP gives Allnews its latest economic and investment outlook for 2024, with Norman Villamin (N.V.), Group Chief Strategist, and Eleanor Taylor Jolidon (E.T.J.), Co-Head Swiss & Global Equity Franchise and Senior Portfolio Manager.
