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IMpower Incorporating FundForum
25 - 26 June 2024
The Grimaldi ForumMonte Carlo, Monaco

Greg Toskos
Managing Director, Head of Global Financial Sponsors at UBS Wealth Management


Greg is the Global Head of Partnerships for the UBS Global Wealth Management division. Greg and his team act as the intermediary between the 1000 plus asset management firms on the UBS platform and the internal business partners within UBS. His responsibilities include running relationship management, strategic firm to firm business planning and global coordination with third party partners. Greg has 24 years of experience in the financial services industry, spending the past 19 years at UBS. Prior to joining UBS, he spent four years trading on the floor of the NYSE with specialist firm, Bear Wagner, three years as a Financial Advisor with Prudential Securities and clerked for Bond Broker, Garban Corporates LLC. Greg joined UBS in 2005 and spent four years in the Paramus, New Jersey Complex serving as the Complex Sales Manager and Market Area Sales Manager. In October of 2009, Greg moved to the home office joining the National Sales Organization where he assisted Complex and Regional Managers to help grow their business. In 2011 he was named as the Head of Field Partnerships working under Brian Hull, Head of the Client Advisory Group, Wealth Management Americas. In April of 2018, Greg was named the Global Head of Partnerships for Global Wealth Management at UBS. Greg and his team sit across the US, UK, Zurich and APAC regions and report into the Global IM Organization at UBS. A 1999 graduate of Babson College, Greg resides in Northern New Jersey with his wife Chrissy and their three children. He recently completed his 18th year as Varsity Head Coach for the Don Bosco Prep Ice Hockey Team. In addition, he currently sits on the board of the TK Memorial Scholarship Fund which was set up to honor the life of fallen West Point soldier and Don Bosco grad, Major Thomas E. Kennedy.

Agenda Sessions

  • GFI insight: what are the winning formula for successful third-party manager partnerships?