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Showing 81 - 90 of 1127 results for "UBS"

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
... for its wholesale investments division, Partners Private. James Tomkins, who was most recently a national sales manager at UBS Asset Management, has been tapped for the role. Tomkins, who's had a 30-year career in financial services, including roles ...

Robeco appoints APAC sales lead

JAMIE WILLIAMSON  |  FRIDAY, 13 SEP 2024
... but spent a total of 17 years with Fidelity in a raft of roles and locations. Before that, he spent close to seven years at UBS Global Asset Management, and six years at Flemings Save and Prosper. At Fidelity, Hanson was replaced by Simon Glazier who ...

Former ASIC commissioner joins Insignia Trustees

KARREN VERGARA  |  WEDNESDAY, 4 SEP 2024
... executive of Equip Super from 2010 to 2016. She was also a director of now-defunct robo-adviser Six Park and held senior roles at UBS Global Asset Management for about 17 years. Smartt left the post after five years with the organisation. In August 2019 ...

Global X names head of portfolio management

ELIZA BAVIN  |  THURSDAY, 15 AUG 2024
... insights, the company said. Wolak brings more than 18 years of extensive portfolio management experience. He joins Global X from UBS Global Asset Management, where he led the index portfolio management team in Australia for over 12 years. During his ...

Challenger pre-tax profit up 17%, raises dividend to 26.5c

ANDREW MCKEAN  |  TUESDAY, 13 AUG 2024
... annuity products - and a "disciplined approach to cost management." Challenger's normalised net profit after tax (NPAT), which UBS analysts highlighted as a "key number" was up 14% to $417 million. However, annuity sales, also considered a key figure ...

First Sentier farewells senior portfolio manager

ELIZABETH FRY  |  MONDAY, 12 AUG 2024
... hired. Minnie Tong joins the team from Barrenjoey, where she was a telco, media and technology analyst. Tong earlier worked at UBS. The First Sentier Wholesale Australian Small Companies Fund and First Sentier Australian MidCap Fund have consistently ...

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 ...