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Showing 11 - 20 of 760 results for %22UBS Australia%22

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... of their parents." Post-event, a JBWere spokesperson denied that the firm is moving into the retail client space. While a UBS spokesperson confirmed that it is not going back to retail advice, the global bank, however, has flagged that it will re-enter ...

Income Asset Management appoints head of sales

ANDREW MCKEAN  |  TUESDAY, 5 SEP 2023
... objective to spearhead Australia's fixed income market through strategic expansion. Prior to joining IAM, Labib held roles at UBS on its equity sales desk, FIIG Securities in fixed income sales, and Deutsche Bank in foreign exchange sales. IAM co-head ...

No question we need more BTR: Mowat

CHLOE WALKER  |  THURSDAY, 24 AUG 2023
UBS's regional head of real estate John Mowat says there is a "fundamental market need" for more build-to-rent (BTR) developments in Australia. Speaking with Financial Standard, Mowat said there's no question Australia needs more BTR projects. "The ...

Global wealth to rise 38% by 2027: Report

CHLOE WALKER  |  THURSDAY, 17 AUG 2023
Despite a decline in aggregate global wealth last year, UBS and Credit Suisse predict an upward trend over the next five years, reaching close to $979 trillion by 2027. The 14th edition of Credit Suisse's Global Wealth Report, now jointly launched with ...

Time to diversify global alts allocations: Telfer

CHLOE WALKER  |  MONDAY, 24 JUL 2023
... dads, wholesale high-net-worths and family offices, but also the broader investment market." Right now, Telfer said UBS Australia is "very much looking at" local fixed income, local active equities, local indexed equities, and local real estate. "Whilst ...

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.) ...

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 ...

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 ...

Australian Ethical adds to leadership team

CASSANDRA BALDINI  |  TUESDAY, 14 MAR 2023
... across Europe and Australia. Other global organisations he has worked for include Hastings, Westpac, ABN Amro, Macquarie, UBS and BNP Paribas. Theau replaces David Macri who resigned in September last year. Australian Ethical said Theau has experience ...

Gender balance is smart economics: CEW

MICHELLE BALTAZAR  |  TUESDAY, 7 MAR 2023
... clearer passage for our junior women starting their careers," said Alison Telfer, country head for Australia & New Zealand for UBS Asset Management. It is not any individual organisation's fault that gender equity remains elusive, said Sarah Guthleben ...