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Showing 11 - 20 of 57 results for "UBS Wealth"

Head of sales departs Crestone

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
... state manager. Four months ago he was promoted to the role of head of sales. Prior to Crestone's acquisition of UBS Wealth Management in 2015, Blight served as head of investment management at the latter for two years. He was with UBS for a total ...

Koda Capital adds director

ELIZABETH MCARTHUR  |  WEDNESDAY, 21 APR 2021
... to that, she had a 13-year career at UBS where she was head of capital markets, investment products and services for UBS Wealth Management in Australia. Schibrowski was also an executive board member at Crestone after it acquired UBS Wealth Management. ...

Boutique hires from MLC Asset Management

KANIKA SOOD  |  TUESDAY, 27 OCT 2020
... experience with roles at MLC Asset Management, NAB Asset Management and NAB Wealth Distribution, Ellerston Capital, UBS Wealth Management, and Macquarie Bank. She has been tasked with developing further channel opportunities across Australian equities ...

Synchron compliance lead moves to AMP

ELIZABETH MCARTHUR  |  MONDAY, 17 AUG 2020
... on strengthening governance," a spokesperson for AMP said. Earlier in his career, Jones was director, compliance at UBS Wealth Management Australia for six years and spent two years as a compliance manager at IFM Investors. Last week, Synchron said it ...

Former UBS Wealth exec joins Centrepoint

HARRISON WORLEY  |  FRIDAY, 22 MAY 2020
A former national head of strategy at UBS Wealth Management has joined the c-suite at Centrepoint Alliance. Brendon Glass has been appointed chief financial officer of major financial advice group Centrepoint Alliance, fresh off a set of interim advisory ...

New partner at Koda Capital

KANIKA SOOD  |  MONDAY, 3 FEB 2020
... charitable organisations. Koda has two other advisers and partners in Brisbane: Will Douglas, who has previously worked for UBS Wealth Management, and Nik Velde who has worked with Commonwealth Private in Sydney. Late last year, the firm added Troy Armstrong ...

Morningstar IM appoints regional chief investment officer

KANIKA SOOD  |  TUESDAY, 13 NOV 2018
... Australian Unity Investments' head of investment product and strategy. She has also held senior management roles at UBS Wealth Management, Deutsche AM and Skandia in a career spanning 20 years. Morningstar Investment Management Australia provides discretionary ...

UBS shutters UK robo platform

KARREN VERGARA  |  THURSDAY, 30 AUG 2018
... service in the UK in October 2016, making it first available to employees and some clients. Soon after it launched, UBS Wealth Management global head of offering management and advice process management Claudius Sutter said "we don't consider UBS SmartWealth ...

Former UBS Wealth boss joins LIC board

KANIKA SOOD  |  FRIDAY, 22 JUN 2018
The $5.5 billion Argo Investments Limited has appointed a former UBS Wealth Management Australia chief executive to its board. Elizabeth Lewin will be a non-executive director on the listed investment company's board (ASX:ARG), starting 1 July 2018. ...

Asset consultant announces senior hire

HARRISON WORLEY  |  FRIDAY, 6 APR 2018
... Saikaly worked as a funds management associate at Lanteri Partners Group and earlier began his career in reporting at UBS Wealth Management. Saikaly is also the current chair of ASFA's Victorian Investments Discussion Group. Further emphasising Frontier's ...