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

Search Results

Showing 81 - 90 of 1121 results for "UBS"

AMP sells advice licensees to Entireti, AZ NGA

JAMIE WILLIAMSON  |  THURSDAY, 8 AUG 2024
... partners that are committed to advice and helping more Australians get the quality advice they need." The research team at UBS also welcomed the deal, labelling it "a sensible strategy to further simplify the group." The deal is expected to complete ...

Future Fund hires Fortlake investments deputy

ELIZABETH FRY  |  MONDAY, 29 JUL 2024
... allocation team. Richards has served as deputy chief and a board member at Fortlake since it was set up four years ago by former UBS fixed income guru Christian Baylis. Baylis - who is the fund's investment chief - said Richards' role has been ...

Canned 'golden visas' ruffle fund managers

KARREN VERGARA  |  THURSDAY, 18 JUL 2024
... typically look to migrate to North America or Europe instead. Fund managers such as SG Hiscock & Company, MA Financial, and UBS Asset Management that have dedicated SIV products would anticipate the National Innovation Visa to contain a tranche that ...

Australia climbs global wealth ranks

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
Australia has moved up the ranks in the UBS Global Wealth Report, rising from third place to second in terms of median wealth per adult, sitting just below Luxembourg. In 2023 wealth growth across the world recovered from its 3% contraction the previous ...

UBS institutional client coverage lead departs

ELIZABETH FRY  |  MONDAY, 24 JUN 2024
UBS Asset Management's local head of institutional client coverage has exited after almost two decades with the firm. Drew Fowler, who has run institutional coverage for four years, confirmed his departure. Fowler started with the Swiss giant's Australian ...

Macquarie AM bags top manager gong

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... Equities - Income Focused Plato Investment Management Plato Australian Shares Income Fund Australian Equities - Income Focused UBS Asset Management UBS Australian Small Companies Fund Australian Listed Property Pendal Pendal Property Securities Fund ...

Geopolitical risks push APAC family office allocations locally

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... how family offices in the Asia Pacific invest as more intend to shift asset allocations to their home regions, according to UBS. Family offices surveyed in the UBS Global Family Office Report across the Asia Pacific cited geopolitical conflicts as their ...

Family offices up active management, eye generative AI: UBS

ANDREW MCKEAN  |  THURSDAY, 23 MAY 2024
... offices are increasingly turning to active management or manager selection to diversify portfolios, according to the latest UBS Global Family Office Report. The report, which compiled insights from 320 family offices with an average net worth of US$2.6 ...

Goldman Sachs ditches robo-adviser Marcus Invest

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... AUM, are the biggest standalone digital advisers in the US that are not backed by established institutions. In January 2022, UBS announced it was interested in acquiring Wealthfront but rescinded an offer tipped to be worth US$1.4 billion. An analysis ...

Fund managers nervously await 'golden visa' reforms

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... access to. They include Colonial First State, MA Financial Group, First Sentier Investors, Macquarie Group, Dexus, Challenger, UBS Asset Management, Real Asset Management, IJ Capital, and Markuan Management which offer an array of SIV-compliant products. ...