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Showing 11 - 20 of 51 results for "UBS Wealth Management"

New partner at Koda Capital

KANIKA SOOD  |  MONDAY, 3 FEB 2020
... 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 from ...

Morningstar IM appoints regional chief investment officer

KANIKA SOOD  |  TUESDAY, 13 NOV 2018
... 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
... 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 a ...

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
... 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 desire ...

UBS restructures global wealth arms

KARREN VERGARA  |  THURSDAY, 25 JAN 2018
... wealth units in 2015, which included divesting Australia's wealth management operations. Former head of UBS Wealth Management Mike Chisholm, together with a group of senior advisers, established Crestone Wealth Management. At the time, Geoff Stansen ...

New ETF to combat gender inequity

JAMIE WILLIAMSON  |  THURSDAY, 11 JAN 2018
... balance, and sustainability policies. The new product is a joint collaboration between UBS Asset Management and UBS Wealth Management, with 5% of its management fees to be dedicated to UBS' philanthropic foundation, UBS Optimus. UBS Wealth Management ...

ANZ Wealth business governance head departs for Vanguard

ALEX BURKE  |  THURSDAY, 7 DEC 2017
... Wealth for five years, prior to which he was executive director, head of investment products and services at UBS Wealth Management Australia. He has also been a global research strategy consultant at Lonsec, a strategy director at Skandia Investment ...

ANZ Wealth research boss departs for Mercer

ALEX BURKE  |  MONDAY, 4 DEC 2017
... Wealth for five years, prior to which he was executive director, head of investment products and services at UBS Wealth Management Australia. He has also been a global research strategy consultant at Lonsec, a strategy director at Skandia Investment ...

Mason Stevens expands fixed income, appoints SMA manager

MICHELLE BALTAZAR  |  TUESDAY, 7 NOV 2017
... overseeing all SMA portfolios and working as the primary conduit with its managers. Gerber built his career at UBS Wealth Management, spending three years in Zurich before moving to the Sydney office where he rose to head of discretionary portfolio management. ...