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Showing 121 - 130 of 1127 results for "UBS"

Family office manager names first chief executive

CHLOE WALKER  |  WEDNESDAY, 28 JUN 2023
... brings over two decades of experience in financial services, most recently serving as director, national account manager at UBS. Previously, Robertson held roles at Colonial First State and Commonwealth Bank. In the newly created position, Robertson ...

Ontario Teachers' appoints head of APAC

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
... Americas, OTPP explained. Prior to joining OTPP, he spent 10 years at OMERS Infrastructure, as well as holding roles with UBS and Morgan Stanley. "As head of APAC, Bruce will play a leading role as we continue to progress our global growth strategy and ...

Aussie small caps, property funds in the red

KARREN VERGARA  |  WEDNESDAY, 21 JUN 2023
... exchange-traded funds suffered negative double-digit returns, including Atlas' High Income Property Fund (-13.1% p.a.), UBS CBRE's Global Property Securities Fund (-18.2% p.a.), Charter Hall's Maxim Property Securities Fund (-15.7% p.a.) ...

UBS completes landmark Credit Suisse acquisition

ANDREW MCKEAN  |  TUESDAY, 13 JUN 2023
Wealth management powerhouse UBS has completed its acquisition of Credit Suisse, marking the end of the largest banking deal since the 2008 Global Financial Crisis. UBS acquired the crisis-stricken Credit Suisse for US$3.2 billion, with support from ...

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
Echoing similar findings by UBS, KPMG has found that of the estimated 70% of Australian businesses that are family-run, only 30% have an established succession plan. This comes into focus with a $3.5 trillion intergenerational wealth transfer expected ...

Family office goals at odds with reality: UBS

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2023
... management in place to ensure that, with only 42% having a wealth succession plan in place. That's according to the latest UBS Global Family Office Report, which found the lack of a succession plan to be most common among smaller family offices or those ...

UBS outlines new operating model, leadership

CASSANDRA BALDINI  |  WEDNESDAY, 10 MAY 2023
Ahead of formally integrating Credit Suisse, UBS unveiled its intended operating model and leadership team. With the deal expected to close in a matter of weeks, UBS explained it intends to keep the companies and brands separate. It explained each institution ...

JPMorgan acquires First Republic Bank

CASSANDRA BALDINI  |  TUESDAY, 2 MAY 2023
... demise marks the third bank collapse this year and the second shotgun wedding, following the joining of Credit Suisse and UBS.

Equity Trustees, OnePath dominate choice heatmap failure

KARREN VERGARA  |  WEDNESDAY, 26 APR 2023
... the lowest grade of dark red. A slew of OnePath products such as Pendal Monthly Income Plus, Perpetual Conservative Growth, UBS Defensive, and a range of its in-house options such as OptiMix Growth and OnePath Balanced Index, failed to deliver for members. ...

UBS set for Australian wealth management comeback

ANDREW MCKEAN  |  WEDNESDAY, 5 APR 2023
UBS is readying for a return to Australia's wealth management sector, aiming to build on the private banking legacy of Credit Suisse. In 2015, UBS decided to withdraw from the Australian market for wealth management services due to rising regulatory ...