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Showing 31 - 40 of 55 results for "UBS Wealth Management"

Synchron appointment looks to the future

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
... 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 Investors ...

Uniting Church fund manager appoints investments director

ALEX BURKE  |  TUESDAY, 17 MAY 2016
... 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 for ...

Government help needed to remove innovation obstacles

MARK SMITH  |  TUESDAY, 23 FEB 2016
... 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 sector Matthew ...

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
... 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 The Australian ...

UBS hands wealth management business to senior staff

MARK SMITH  |  TUESDAY, 26 MAY 2015
... 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 as chief ...

Inquiry has Macquarie Private Wealth in its sights

MARK SMITH  |  FRIDAY, 27 JUN 2014
... 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 of ...

EQT appoints portfolio manager

MARK SMITH  |  WEDNESDAY, 26 FEB 2014
... 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.

Myer named top Australian family office

MARK SMITH  |  THURSDAY, 13 FEB 2014
... the highest level of service to our clients," the Myer Family Company said in a statement on its website. UBS Wealth Management was named best global private bank, ahead of Credit Suisse. JPMorgan was third, while Citi moved up to fourth place globally ...

Credit to escape impending bond rout

MARK SMITH  |  TUESDAY, 28 JAN 2014
... avoid the worst of the impact of rising interest rates by holding bonds with higher yields, according to UBS Wealth Management global chief investment officer Alexander Friedman. With interest rates at record lows across virtually all of world's major ...