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Showing 51 - 60 of 1121 results for "UBS"

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... for the past 25 years, working initially with global investment banks before co-founding Escala in 2013. Howard, a former UBS Wealth Management executive, played a pivotal role in establishing Crestone Wealth Management's Melbourne operations before ...

Mason Stevens welcomes chief strategy officer

JAMIE WILLIAMSON  |  THURSDAY, 22 MAY 2025
... more than six years. Over the last 25 years, he's also held roles with Commonwealth Bank, Westpac, Merrill Lynch, AXA, and UBS. Mermelas said he is thrilled to be joining Mason Stevens at this time; Adamantem Capital recently completed the acquisition ...

Hearts & Minds appoints operating chief

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... and backed by those around me, often before I felt ready myself. Previously, she was a marketing and product specialist at UBS Newcomer Tais Fremder of Livewire Markets has, to some extent, stepped into her role. Jolie confirmed Fremder will take on ...

Activist fund manager promotes three staffers

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... Wilson AM, he served as a global equity portfolio manager at Wilson's advisory arm and was a credit research analyst at UBS Asset Management. Milne, the second investment professional to get a title bump, works with Wilson's leaders or large-cap ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... Superannuation Board Committee, where he provided input and guidance on regulatory matters. Prior to Macquarie, Barrett worked at UBS as a financial planning consultant and at an independent financial planning practice. "David's appointment as senior ...

Study finds 5000 European ESG funds investing in fossil fuels

JAMIE WILLIAMSON  |  THURSDAY, 20 MAR 2025
... significantly exposed to fossil fuels, the research showed JPMorgan Chase in the lead, followed by DWS, BlackRock, Allianz, and UBS. With an overhaul of the Sustainable Finance Disclosure Regulation due for the end of this year, Urgewald's Fiona Hauke ...

Ares builds up wealth team with Fidante poach

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... confident that Matthew will help advance that goal," he said. Holberton earlier worked for Pinnacle Investment Management, UBS Wealth Management and Chimaera Capital On the institutional side, James Fleiter departed Ares a few weeks ago.

Magellan Financial Group 'redemption risks heightened'

ANDREW MCKEAN  |  WEDNESDAY, 5 FEB 2025
Magellan Financial Group's fair value estimates have been cut by both UBS and Morningstar due to an increased risk of redemptions following the announced departure of head of investments and infrastructure Gerald Stack, who's leaving the firm in July. ...

Perennial appoints co-head of private investments

ELIZA BAVIN  |  TUESDAY, 4 FEB 2025
... maintain his connection with Artesian as a venture partner going forward. Prior to Artesian, Fay was a managing director at UBS Investment Bank in the firm's fixed income and credit trading division in New York and Sydney. Working alongside Fay as co-head ...

Channel Investment Management secures RE mandate

KARREN VERGARA  |  TUESDAY, 14 JAN 2025
... exceptional client-focused service." Channel IM was appointed RE following a unitholders' meeting late last year as called by UBS Asset Management. A UBS AM spokesperson confirmed that the asset manager has retired as the RE of the two co-branded ...