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Showing 31 - 40 of 57 results for "UBS Wealth"

Bennelong appoints new product manager

JAMIE WILLIAMSON | WEDNESDAY, 5 OCT 2016

... recently in 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 ...

Synchron appointment looks to the future

KERRIE SYDEE | MONDAY, 20 JUN 2016

... non-aligned dealer group for future success. Michael Jones will commence the role in late June, joining Synchron from UBS Wealth Management where he was director of transactions and advisory compliance. Prior to this he was a compliance officer at IFM ...

Uniting Church fund manager appoints investments director

ALEX BURKE | TUESDAY, 17 MAY 2016

... Bank Hong Kong, where he was head of investment strategy, Asia-Pacific. Prior to HSBC, he was head of investments at UBS Wealth Management, and has also head of advisory services at LGT Investment Management. Pedley said one of the most compelling reasons ...

Government help needed to remove innovation obstacles

MARK SMITH | TUESDAY, 23 FEB 2016

... IOOF chief investment officer Steve Merlicek led a discussion on investing with and in technology. They were joined by UBS Wealth Management head of investment strategy David Sokulsky, Martin Currie Australia senior research analyst for the financials ...

Crestone announces major partnerships

ALEX BURKE | FRIDAY, 11 DEC 2015

Crestone, the firm which spun out of UBS Wealth Management, has announced strategic partnerships with a number of major financial institutions. Crestone was formed in 2015 following UBS's announcement that it was exiting domestic wealth management in ...

Colonial First State appoints independent super director

DARREN SNYDER | MONDAY, 2 NOV 2015

... banking, wealth management and private banking. Lewin had a 21-year career at UBS, including as chief executive officer of UBS Wealth Management Australia from 2005 to 2009 and senior advisor to UBS from 2009 to 2013. She is also a trustee director for ...

UBS hands wealth management business to senior staff

MARK SMITH | TUESDAY, 26 MAY 2015

... will pull out of wealth management in Australia and is selling off the business to existing advisers. Former head of UBS Wealth Management Mike Chisholm, together with a group of senior advisers, has established Crestone Wealth Management with Chisholm ...

Inquiry has Macquarie Private Wealth in its sights

MARK SMITH | FRIDAY, 27 JUN 2014

... iceberg" and is confident the wrongdoing exposed at the bank was prevalent at other institutions. ANZ Custodians and UBS Wealth Management were also among the financial institutions specifically mentioned in the report. Morris told the ABC that the involvement ...

UBS adviser banned from financial services industry

STAFF WRITER | WEDNESDAY, 11 JUN 2014

... found that Konjevic had not adhered to various UBS codes of conduct and was likely to have misled his employer and UBS Wealth into assuming he was complying with the codes of conduct. However, he was in a position of conflict, as ASIC found that he had ...

EQT appoints portfolio manager

MARK SMITH | WEDNESDAY, 26 FEB 2014

... He has also worked at NAB Private Wealth as an investment consultant. Prior to this, he held several senior roles at UBS Wealth Management in both Australia and the UK, including head of managed funds.

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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