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| | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 In January 2022, UBS announced it was interested in acquiring Wealthfront but rescinded an offer tipped to be worth US$1.4 billion.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 ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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