Philipp Schöttler

Person
Mentions
12
Relationships
2
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0
Documents
6

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organization UBS
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organization UBS
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HOUSE_OVERSIGHT_025289.jpg

This document is a contact list page (page 42) from a larger file bearing a 'HOUSE_OVERSIGHT' stamp, suggesting it is evidence in a congressional investigation. It lists names, titles, and email addresses for high-ranking officials within UBS Wealth Management's Global Investment Office and Regional Chief Investment Officers. The list includes executives such as Global CIO Alexander Friedman and Head of Investment Mark Haefele.

Contact list / internal directory
2025-11-19

HOUSE_OVERSIGHT_025274.jpg

This document is a page from a UBS financial research report dated October 2012, specifically analyzing High Yield (HY) corporate bonds. It recommends an 'overweight' position on US high yield bonds, citing robust corporate fundamentals and Federal Reserve support. The document includes specific financial targets, such as a USD HY spread target of 475bps, and lists Philipp Schöttler as the point of contact. The document bears the Bates stamp 'HOUSE_OVERSIGHT_025274', indicating it was obtained as evidence during a House Oversight Committee investigation, likely related to inquiries into major banks' handling of sensitive accounts or financial practices.

Financial research report / internal bank presentation
2025-11-19

HOUSE_OVERSIGHT_025273.jpg

This document is a UBS investment strategy slide titled 'Investment grade corporate bonds' dated circa October 2012 (source data Oct 16, 2012). It outlines UBS's 'overweight' preference for these bonds, analyzes spread targets, and discusses positive and negative economic scenarios, including the US 'fiscal cliff' and Eurozone stability. The document identifies Philipp Schöttler as the contact person and bears the Bates stamp 'HOUSE_OVERSIGHT_025273', indicating it was part of a document production for a US House Oversight Committee investigation, likely related to broader financial inquiries involving UBS.

Financial research report / presentation slide
2025-11-19

HOUSE_OVERSIGHT_024177.jpg

This document is a contact list for the UBS Global Investment Office, page 42 of a larger production (marked HOUSE_OVERSIGHT_024177). It lists names, titles, and UBS email addresses for senior leadership including Alexander Friedman (Global CIO) and Mark Haefele (Global Head of Investment), as well as staff in Asset Allocation and Regional CIOs for Europe, Asia-Pacific, Emerging Markets, and Switzerland. The document appears to be part of discovery materials provided to the House Oversight Committee.

Contact list / corporate directory
2025-11-19

HOUSE_OVERSIGHT_024162.jpg

This is a UBS financial analysis slide dated June 26, 2012, recommending an 'overweight' preference for US high-yield corporate bonds. The document analyzes spread targets, default rates, and economic scenarios (positive vs. negative), while comparing US markets favorably against European markets. The document bears a 'HOUSE_OVERSIGHT_024162' Bates stamp, indicating it was likely produced as part of a Congressional investigation, potentially related to the House Oversight Committee's probe into banks' relationships with Jeffrey Epstein or similar financial compliance matters.

Financial analysis report / presentation slide (ubs)
2025-11-19

HOUSE_OVERSIGHT_024161.jpg

This is a UBS financial analysis slide dated June 26, 2012, discussing Investment Grade (IG) corporate bonds. It details market spreads, provides tactical and strategic investment recommendations, and outlines positive and negative economic scenarios involving US and European markets. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, indicating it was obtained during a congressional investigation, likely into financial institutions connected to Jeffrey Epstein, though Epstein's name does not appear on this specific page.

Ubs investment research report / presentation slide
2025-11-19
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