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Showing 91 - 100 of 1127 results for "UBS"

UBS institutional client coverage lead departs

ELIZABETH FRY  |  MONDAY, 24 JUN 2024
UBS Asset Management's local head of institutional client coverage has exited after almost two decades with the firm. Drew Fowler, who has run institutional coverage for four years, confirmed his departure. Fowler started with the Swiss giant's Australian ...

Macquarie AM bags top manager gong

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... Equities - Income Focused Plato Investment Management Plato Australian Shares Income Fund Australian Equities - Income Focused UBS Asset Management UBS Australian Small Companies Fund Australian Listed Property Pendal Pendal Property Securities Fund ...

Geopolitical risks push APAC family office allocations locally

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... how family offices in the Asia Pacific invest as more intend to shift asset allocations to their home regions, according to UBS. Family offices surveyed in the UBS Global Family Office Report across the Asia Pacific cited geopolitical conflicts as their ...

Family offices up active management, eye generative AI: UBS

ANDREW MCKEAN  |  THURSDAY, 23 MAY 2024
... offices are increasingly turning to active management or manager selection to diversify portfolios, according to the latest UBS Global Family Office Report. The report, which compiled insights from 320 family offices with an average net worth of US$2.6 ...

Goldman Sachs ditches robo-adviser Marcus Invest

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... AUM, are the biggest standalone digital advisers in the US that are not backed by established institutions. In January 2022, UBS announced it was interested in acquiring Wealthfront but rescinded an offer tipped to be worth US$1.4 billion. An analysis ...

Fund managers nervously await 'golden visa' reforms

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... access to. They include Colonial First State, MA Financial Group, First Sentier Investors, Macquarie Group, Dexus, Challenger, UBS Asset Management, Real Asset Management, IJ Capital, and Markuan Management which offer an array of SIV-compliant products. ...

TCorp promotes three to lead roles

ELIZABETH FRY  |  FRIDAY, 19 APR 2024
... background in managing third-party relationships, account management, people management, and client servicing. She has worked for UBS for three years, ING Investment Management Australia for 12 years, and Credit Suisse for two years. For her part, Blunt ...

Netwealth's share price rises following strong inflows

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
... implementation of generative artificial intelligence to enhance efficiency, productivity, client engagement, and service. UBS financials analyst Scott Russell said Netwealth's funds and flows were above its forecasts and consensus and provided upbeat ...

Australian housing crisis escalates as affordability worsens

ANDREW MCKEAN  |  MONDAY, 8 APR 2024
... development, despite the Reserve Bank of Australia's (RBA) rate hikes last year, with a backdrop of a continuing population boom, UBS has slightly increased its GDP growth forecast. UBS projects a year-over-year GDP growth of 1.6% for 2024, up from the ...

New Forests appoints first global head of funds

ANDREW MCKEAN  |  WEDNESDAY, 13 MAR 2024
... experience in investment banking and alternative asset investment in Asia across senior roles at Sail Ventures, Credit Suisse, and UBS. Louis will be based in Singapore and report to global head of investments David Shelton. "Michelle and Sanjiv are ...