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Showing 21 - 30 of 51 results for "UBS Wealth Management"

Former Crestone CIO joins Aberdeen Leaders

ALEX BURKE  |  THURSDAY, 26 OCT 2017
... chief investment officer of Crestone Wealth Management. Prior to that, he was head of investment strategy at UBS Wealth Management Australia and a senior trader and macro analyst at Denali Asset Management. He has also held roles at Macquarie Capital ...

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
... financial return as they prepare to shift control to the next generation. This increased adoption, according to UBS Wealth Management head of global family office APAC, Anurag Mahesh, is motivated by the need to satisfy the mindset of the younger generation ...

Family offices put focus back on equities: Research

EMMA RAPAPORT  |  TUESDAY, 26 SEP 2017
... (48.6%). There is also intention to further grow private equity and co-investment allocations respectively. UBS Wealth Management head of global family office Anurag Mahesh said: "In 2016, Asia-Pacific family offices dialed up risk allocations which ...

Legg Mason appoints Sydney head from UBS

ALEX BURKE  |  MONDAY, 27 MAR 2017
... Sydney office and its national key account manager. Matt Stovold joins Legg Mason's new Sydney team from UBS Wealth Management, where he was a managing director. Before that, he held the same role, as well as head of advice, at JBWere Private Wealth ...

Crestone signs former Rio Tinto CEO

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
... as well as market leading global technology provider Avaloq. The firm was created from the acquisition of UBS Wealth Management Australia. It has 180 employees, including more than 70 investment advisers who have worked together for an average of 10 ...

Bennelong appoints new product manager

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2016
... the role of product manager, corporate trustee services at Equity Trustees. She previously held roles with UBS Wealth Management in Zurich and Morgan Stanley in Switzerland and Italy. She is also a former investment writer, marketing and communications ...

Synchron appointment looks to the future

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
... dealer group for future success. Michael Jones will commence the role in late June, joining Synchron from UBS Wealth Management where he was director of transactions and advisory compliance. Prior to this he was a compliance officer at IFM Investors ...

Uniting Church fund manager appoints investments director

ALEX BURKE  |  TUESDAY, 17 MAY 2016
... Kong, where he was head of investment strategy, Asia-Pacific. Prior to HSBC, he was head of investments at UBS Wealth Management, and has also head of advisory services at LGT Investment Management. Pedley said one of the most compelling reasons for ...

Government help needed to remove innovation obstacles

MARK SMITH  |  TUESDAY, 23 FEB 2016
... investment officer Steve Merlicek led a discussion on investing with and in technology. They were joined by UBS Wealth Management head of investment strategy David Sokulsky, Martin Currie Australia senior research analyst for the financials sector Matthew ...

Crestone announces major partnerships

ALEX BURKE  |  FRIDAY, 11 DEC 2015
Crestone, the firm which spun out of UBS Wealth Management, has announced strategic partnerships with a number of major financial institutions. Crestone was formed in 2015 following UBS's announcement that it was exiting domestic wealth management in ...