Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 55 results for "UBS Wealth Management"

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. ...

Former Crestone CIO joins Aberdeen Leaders

ALEX BURKE  |  THURSDAY, 26 OCT 2017
... chief investment officer of Crestone Wealth Management. Prior to that, he was head of investment strategy at UBS Wealth Management Australia and a senior trader and macro analyst at Denali Asset Management. He has also held roles at Macquarie Capital ...

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
... financial return as they prepare to shift control to the next generation. This increased adoption, according to UBS Wealth Management head of global family office APAC, Anurag Mahesh, is motivated by the need to satisfy the mindset of the younger generation ...

Family offices put focus back on equities: Research

EMMA RAPAPORT  |  TUESDAY, 26 SEP 2017
... (48.6%). There is also intention to further grow private equity and co-investment allocations respectively. UBS Wealth Management head of global family office Anurag Mahesh said: "In 2016, Asia-Pacific family offices dialed up risk allocations which ...

Legg Mason appoints Sydney head from UBS

ALEX BURKE  |  MONDAY, 27 MAR 2017
... Sydney office and its national key account manager. Matt Stovold joins Legg Mason's new Sydney team from UBS Wealth Management, where he was a managing director. Before that, he held the same role, as well as head of advice, at JBWere Private Wealth ...

Crestone signs former Rio Tinto CEO

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
... as well as market leading global technology provider Avaloq. The firm was created from the acquisition of UBS Wealth Management Australia. It has 180 employees, including more than 70 investment advisers who have worked together for an average of 10 ...

Bennelong appoints new product manager

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2016
... the role of product manager, corporate trustee services at Equity Trustees. She previously held roles with UBS Wealth Management in Zurich and Morgan Stanley in Switzerland and Italy. She is also a former investment writer, marketing and communications ...