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Search ResultsShowing 1 - 10 of 72 results for "UBS Australia"
Australian equities funds downgraded
ANNABELLE DICKSON  |  MONDAY, 1 MAR 2021
Morningstar's latest report card for Australian equities funds has downgraded more funds, including strategies from Pendal and Fidelity, than it upgraded. Morningstar's latest Australian Equities Sector Wrap downgraded 10 funds, upgraded nine and commenced ...
Industry fund awards $60m small caps mandate
KANIKA SOOD  |  MONDAY, 15 FEB 2021
A boutique founded by former the small caps team at UBS Asset Management has won a $60 million mandate from a $5.4 billion industry fund. TWUSUPER has selected Eiger Capital for the equities allocation. "This mandate furthers TWUSUPER's plan to ...
Financial services' biggest tax bills revealed
ANNABELLE DICKSON  |  FRIDAY, 11 DEC 2020
... million and MLC paid $32 million. Other institutions with significant tax bills include IC Markets ($144 million), UBS Australia ($51 million), Challenger ($46.5 million), J.P. Morgan Australia ($46 million), Perpetual at ($40 million) and WAM Capital ...
Jarden hires from UBS, HSBC
ELIZABETH MCARTHUR  |  MONDAY, 30 NOV 2020
... in 2021. Carlos Cacho steps into the role after most recently spending three years as Australian economist in the UBS Australia research team. Prior to joining UBS, Cacho spent five years at Colonial First State Global Asset Management (now First Sentier). ...
Boutique builds out executive team
KARREN VERGARA  |  TUESDAY, 27 OCT 2020
... advice, left the firm in March to help launch Sayers. His experience includes serving as national head of markets at UBS Australia, where he worked with high-net-worth client advisers. Jason Chequer, who spent 22 years at JBWere most recently as an executive ...
Morningstar upgrades four, downgrades 10
ALLY SELBY  |  THURSDAY, 3 SEP 2020
Following a qualitative review of 69 Australian fixed-interest strategies, ratings house Morningstar has made 15 changes; including upgrades, downgrades, and dropping its coverage of one strategy. The changes are attributable to Morningstar's revised ...
Link Group hires new chief executive
KANIKA SOOD  |  FRIDAY, 7 AUG 2020
... meeting on October 27. McMurtrie initially joined Link as a managing director in 2002. Prior to this, he had worked as UBS Australia's chief executive, and the executive general manager of the ASX's investors and companies division. "Vivek is a proven ...
FSC appoints four to board
ALLY SELBY  |  MONDAY, 20 JUL 2020
... direction in the Australian funds management landscape. BlackRock Asset Management head of Australasia Andrew Landman, UBS Australia managing director Bryce Doherty, AllianceBernstein Australia chief executive Jen Driscoll and First Sentier Investors ...
UBS Australia launches new CBRE fund
KANIKA SOOD  |  WEDNESDAY, 10 JUN 2020
UBS has added a new fund from CBRE Clarion to its lineup that will invest in listed and unlisted real assets for sophisticated investors in Australia. The UBS CBRE Global Real Assets Fund has a fund-of-fund structure and will invest in existing vehicles ...
Kiwi investment firm nabs Aussie talent
ALLY SELBY  |  FRIDAY, 8 MAY 2020
... head of equity capital markets Sarah Rennie will also join the Australian team as a "foundation leader", as will UBS Australia co-head of capital markets Dane FitzGibbon and UBS Australia head of equity capital markets syndicate John Spencer. Jarden ...
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