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Showing 11 - 20 of 1062 results for "UBS"

IAM announces new product, appointment

ELIZA BAVIN | MONDAY, 21 OCT 2024

... finance, asset-backed securities, and debt capital markets. He has held senior leadership roles at prominent institutions such as UBS Investment Bank and Bluestone Home Loans and was most recently a partner in corporate advisory at Prime Financial Group. ...

GSFM hires retail business head

KARREN VERGARA | TUESDAY, 15 OCT 2024

... Warakirri as the distribution director for APAC and head of private wealth. He previously led wholesale and retail distribution at UBS Asset Management and worked in senior roles at Lazard Asset Management and BlackRock. In 2016, Williams won the Financial ...

European private equity strategy launches down under

KARREN VERGARA | THURSDAY, 10 OCT 2024

... and February 2022 and after that led technology provider InvestCloud's Australia and New Zealand business. He was also at UBS Wealth Management and JBWere, where he worked as managing director for both firms. HFPCF, an open-ended fund targeting wholesale ...

Netwealth FUA soars, names new chief financial officer

ELIZA BAVIN | THURSDAY, 10 OCT 2024

... high-margin growth strategies and driving efficiencies at scale. Stockdale previously worked at Goldman Sachs, Deutsche Bank and UBS. "We look forward to welcoming Hayden to the team and are confident his extensive experience in financial management ...

MFF Capital Investments to acquire Montaka Global Investments

ANDREW MCKEAN | TUESDAY, 8 OCT 2024

... independent ASX-listed company with investments north of $2 billion, led by Chris Mackay, co-founder of Magellan and former UBS Australasia chief executive. He has maintained a long-standing connection with Montaka as MFF's largest shareholder and the ...

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN | THURSDAY, 3 OCT 2024

... for its wholesale investments division, Partners Private. James Tomkins, who was most recently a national sales manager at UBS Asset Management, has been tapped for the role. Tomkins, who's had a 30-year career in financial services, including roles ...

Robeco appoints APAC sales lead

JAMIE WILLIAMSON | FRIDAY, 13 SEP 2024

... but spent a total of 17 years with Fidelity in a raft of roles and locations. Before that, he spent close to seven years at UBS Global Asset Management, and six years at Flemings Save and Prosper. At Fidelity, Hanson was replaced by Simon Glazier who ...

Former ASIC commissioner joins Insignia Trustees

KARREN VERGARA | WEDNESDAY, 4 SEP 2024

... executive of Equip Super from 2010 to 2016. She was also a director of now-defunct robo-adviser Six Park and held senior roles at UBS Global Asset Management for about 17 years. Smartt left the post after five years with the organisation. In August 2019 ...

Global X names head of portfolio management

ELIZA BAVIN | THURSDAY, 15 AUG 2024

... insights, the company said. Wolak brings more than 18 years of extensive portfolio management experience. He joins Global X from UBS Global Asset Management, where he led the index portfolio management team in Australia for over 12 years. During his ...

Challenger pre-tax profit up 17%, raises dividend to 26.5c

ANDREW MCKEAN | TUESDAY, 13 AUG 2024

... annuity products - and a "disciplined approach to cost management." Challenger's normalised net profit after tax (NPAT), which UBS analysts highlighted as a "key number" was up 14% to $417 million. However, annuity sales, also considered a key figure ...

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Grattan Institute renews calls for best-in-show super funds, partial annuitisation

KARREN VERGARA

The Grattan Institute is urging the government to mandate the partial annuitisation of Australians' superannuation and implement the 'best-in-show' list of funds to help simplify a "complex" system and allow retirees to spend their savings with confidence.

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA

More companies will divest their superannuation administration offerings in 2025, according to Finura, as super funds potentially move this service in-house amid tighter scrutiny from the regulators.

Insignia grants CC Capital limited due diligence

ELIZA BAVIN

Insignia said it has carefully considered the revised CC Capital bid which was made last week.

BlackRock settles lawsuit for 'misleading consumers'

ANDREW MCKEAN

BlackRock has reached a settlement in a lawsuit filed by the State of Tennessee, which alleged the asset manager misled consumers about how much its investment strategies were influenced by ESG considerations.

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Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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