The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 11 - 20 of 82 results for "UBS Australia"

Industry fund awards $60m small caps mandate

KANIKA SOOD | MONDAY, 15 FEB 2021

A boutique founded by former the small caps team at UBS Asset Management has won a $60 million mandate from a $5.4 billion industry fund. TWUSUPER has selected Eiger Capital for the equities allocation. "This mandate furthers TWUSUPER's plan to ...

Financial services' biggest tax bills revealed

ANNABELLE DICKSON | FRIDAY, 11 DEC 2020

... million and MLC paid $32 million. Other institutions with significant tax bills include IC Markets ($144 million), UBS Australia ($51 million), Challenger ($46.5 million), J.P. Morgan Australia ($46 million), Perpetual at ($40 million) and WAM Capital ...

Jarden hires from UBS, HSBC

ELIZABETH MCARTHUR | MONDAY, 30 NOV 2020

... in 2021. Carlos Cacho steps into the role after most recently spending three years as Australian economist in the UBS Australia research team. Prior to joining UBS, Cacho spent five years at Colonial First State Global Asset Management (now First Sentier). ...

Boutique builds out executive team

KARREN VERGARA | TUESDAY, 27 OCT 2020

... advice, left the firm in March to help launch Sayers. His experience includes serving as national head of markets at UBS Australia, where he worked with high-net-worth client advisers. Jason Chequer, who spent 22 years at JBWere most recently as an executive ...

Morningstar upgrades four, downgrades 10

ALLY SELBY | THURSDAY, 3 SEP 2020

Following a qualitative review of 69 Australian fixed-interest strategies, ratings house Morningstar has made 15 changes; including upgrades, downgrades, and dropping its coverage of one strategy. The changes are attributable to Morningstar's revised ...

Link Group hires new chief executive

KANIKA SOOD | FRIDAY, 7 AUG 2020

... meeting on October 27. McMurtrie initially joined Link as a managing director in 2002. Prior to this, he had worked as UBS Australia's chief executive, and the executive general manager of the ASX's investors and companies division. "Vivek is a proven ...

FSC appoints four to board

ALLY SELBY | MONDAY, 20 JUL 2020

... direction in the Australian funds management landscape. BlackRock Asset Management head of Australasia Andrew Landman, UBS Australia managing director Bryce Doherty, AllianceBernstein Australia chief executive Jen Driscoll and First Sentier Investors ...

UBS Australia launches new CBRE fund

KANIKA SOOD | WEDNESDAY, 10 JUN 2020

UBS has added a new fund from CBRE Clarion to its lineup that will invest in listed and unlisted real assets for sophisticated investors in Australia. The UBS CBRE Global Real Assets Fund has a fund-of-fund structure and will invest in existing vehicles ...

Kiwi investment firm nabs Aussie talent

ALLY SELBY | FRIDAY, 8 MAY 2020

... head of equity capital markets Sarah Rennie will also join the Australian team as a "foundation leader", as will UBS Australia co-head of capital markets Dane FitzGibbon and UBS Australia head of equity capital markets syndicate John Spencer. Jarden ...

Crestone builds investment team

KANIKA SOOD | TUESDAY, 9 APR 2019

The private wealth firm with $17 billion in assets under management has hired from JANA and Morningstar as it builds out its investment team. Stan Shamu is joining Crestone Wealth Management as a senior portfolio strategist from JANA Investment Advisers ...

PAGE:

Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

Videos

Brought to you by

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Maintaining a fundamental focus in a world obsessed with the short term

Follow the leaders

The market has changed. The opportunity hasn't.

Strength amid noise

A guaranteed future

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE