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Showing 61 - 70 of 1062 results for "UBS"

Family office goals at odds with reality: UBS

JAMIE WILLIAMSON | WEDNESDAY, 31 MAY 2023

... management in place to ensure that, with only 42% having a wealth succession plan in place. That's according to the latest UBS Global Family Office Report, which found the lack of a succession plan to be most common among smaller family offices or those ...

UBS outlines new operating model, leadership

CASSANDRA BALDINI | WEDNESDAY, 10 MAY 2023

Ahead of formally integrating Credit Suisse, UBS unveiled its intended operating model and leadership team. With the deal expected to close in a matter of weeks, UBS explained it intends to keep the companies and brands separate. It explained each institution ...

JPMorgan acquires First Republic Bank

CASSANDRA BALDINI | TUESDAY, 2 MAY 2023

... demise marks the third bank collapse this year and the second shotgun wedding, following the joining of Credit Suisse and UBS.

Equity Trustees, OnePath dominate choice heatmap failure

KARREN VERGARA | WEDNESDAY, 26 APR 2023

... the lowest grade of dark red. A slew of OnePath products such as Pendal Monthly Income Plus, Perpetual Conservative Growth, UBS Defensive, and a range of its in-house options such as OptiMix Growth and OnePath Balanced Index, failed to deliver for members. ...

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 ...

UBS swaps out chiefs amid Credit Suisse acquisition

CASSANDRA BALDINI | THURSDAY, 30 MAR 2023

Following its agreement to purchase the embattled bank, Sergio Ermotti will return to the helm of UBS and take over from Ralph Hamers. Hamers will officially relinquish his chief executive title next Wednesday to "serve the interests of the new combination ...

UBS throws $4.8bn lifeline to Credit Suisse

CASSANDRA BALDINI | MONDAY, 20 MAR 2023

UBS has agreed to acquire the embattled Credit Suisse for $4.8 billion. As part of the deal, the Swiss National Bank (SNB) will provide an additional $160 billion (CHF 100 billion)) in liquidity assistance to support the merge. UBS plans to appoint ...

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 ...

UBS names industry veteran as Australasia chair

CASSANDRA BALDINI | MONDAY, 6 MAR 2023

... into the position effective immediately and is based in Melbourne. He brings a wealth of corporate and board experience to UBS, formerly serving as non-executive director and chair of Westpac, Transurban Group and BHP. Maxsted was also previously a partner ...

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HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN

HUB24 plans to shut down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options.

Ethical investment holdings double: CoreData

ANDREW MCKEAN

The number of high-net-worth (HNW), core affluent, and mass affluent investors holding ethical and sustainable investments has roughly doubled over the past year, according CoreData.

VanEck to launch 'next evolution' long short ETF

MATTHEW WAI

VanEck will list its first Australian equity long short ETF on the ASX, which aims to outperform the S&P/ASX 200.

Vanguard fined US$106m for investors' massive tax bill

KARREN VERGARA

The Securities and Exchange Commission (SEC) charged Vanguard US$106.4 million for "materially misleading" investors in the Investor Target Retirement Funds (Investor TRFs) about their future tax liabilities.

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Jenny Taing

Principal Solicitor

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'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

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Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

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Mistaking financial literacy for retirement literacy

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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