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Showing 1 - 10 of 111 results for "UBS Asset Management"

GSFM hires retail business head

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
... distribution director for APAC and head of private wealth. He previously led wholesale and retail distribution at UBS Asset Management and worked in senior roles at Lazard Asset Management and BlackRock. In 2016, Williams won the Financial Standard MAX ...

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
... 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 across fund distribution ...

Canned 'golden visas' ruffles fund managers

KARREN VERGARA  |  THURSDAY, 18 JUL 2024
... 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 doesn't steer ...

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
... 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 ESG - International ...

Fund managers nervously await 'golden visa' reforms

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... 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. Wealth management ...

UBS welcomes head of wholesale

CHLOE WALKER  |  THURSDAY, 25 JAN 2024
Thira Ngoeun has been appointed as UBS Asset Management's head of wholesale client coverage, Australia. Ngoeun joins from BNP Paribas Asset Management where he was head of wholesale distribution at BNP Paribas, Australia and New Zealand. In his new ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... global bank, however, has flagged that it will re-enter the wealth management sector after it exited in 2015. UBS Asset Management country head for Australia and New Zealand Alison Telfer told the panel that it was "a happy change for us in Australia". ...

Time to diversify global alts allocations: Telfer

CHLOE WALKER  |  MONDAY, 24 JUL 2023
... allocating to international alternatives deals can garner positive long-term returns for local investors, UBS Asset Management country head Alison Telfer says. Speaking with Financial Standard, Telfer noted somewhat of a "domestic bias" when it comes ...

Gender balance is smart economics: CEW

MICHELLE BALTAZAR  |  TUESDAY, 7 MAR 2023
... 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, head of people ...
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