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UBS makes private wealth strategy shiftBY ALLY SELBY | MONDAY, 14 SEP 2020 12:45PM
UBS has announced a shift within its $3.6 trillion (US$2.6 trillion) global wealth management business, set to see the wealth manager advise private clients to invest in sustainable assets over more traditional solutions.
Read more: UBS, Crestone Wealth Management, Iqbal Khan, Mark Haefele, Tom Naratil
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The long serving chair of wealth management firm Morrows is being remembered for his larger-than-life personality and generous spirit following his sudden passing last week.
The superannuation and investing startup has crossed $1 billion in total assets, after more than doubling the number in the last year.
A financial advice industry association, which had been vocal in boycotting the FASEA exam and fighting to retain life commissions, has shuttered.
Former Mutual Trust and AIA Australia chief investment officer Graeme Bibby has joined a wealth management firm.
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