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Showing 1 - 10 of 55 results for "UBS Wealth Management"

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... years, working initially with global investment banks before co-founding Escala in 2013. Howard, a former UBS Wealth Management executive, played a pivotal role in establishing Crestone Wealth Management's Melbourne operations before joining Koda ...

Ares builds up wealth team with Fidante poach

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... Matthew will help advance that goal," he said. Holberton earlier worked for Pinnacle Investment Management, UBS Wealth Management and Chimaera Capital On the institutional side, James Fleiter departed Ares a few weeks ago.

European private equity strategy launches down under

KARREN VERGARA  |  THURSDAY, 10 OCT 2024
... and after that led technology provider InvestCloud's Australia and New Zealand business. He was also at UBS Wealth Management and JBWere, where he worked as managing director for both firms. HFPCF, an open-ended fund targeting wholesale investors, aims ...

Australia climbs global wealth ranks

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... attributable to currency effects, such as a strong USD. However, the bounce back of 4.2% offset the loss from 2022. UBS Wealth Management Australia managing director Andrew McAuley said that while wealth grew in 2023, the growth was slower than previous ...

Morningstar executive lands at ART

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
... strategy. Fitzgerald served in various senior positions that included head of investment product and research at UBS Wealth Management, investment strategist at Deutsche Asset Management, and Skandia's head of retail investment services. In her new role ...

UBS set for Australian wealth management comeback

ANDREW MCKEAN  |  WEDNESDAY, 5 APR 2023
... to rising regulatory and client requirements, that caused operational processes to become more complex. UBS Wealth Management was acquired by management and advisers, becoming Crestone Wealth Management - now known as LGT Crestone. UBS Australasia joint ...

New head of retail funds management at Cromwell

ELIZABETH MCARTHUR  |  TUESDAY, 18 JAN 2022
... manager with Suncorp Investment Management from 1999 to 2007. After that, she was a private client adviser at UBS Wealth Management and director at Goldman Sachs JB Were. She also makes contributions as a finance expert on ABC Radio. "I'm excited ...

Crestone to be acquired by LGT Group

JAMIE WILLIAMSON  |  WEDNESDAY, 15 DEC 2021
... especially in alternative asset classes, ESG and impact investing." Crestone was created from the acquisition of UBS Wealth Management Australia in 2016 by Chisholm and staff, and has about $25 billion in assets under management. At the time of buying ...

U Ethical names chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 11 NOV 2021
... portfolios, U Ethical said. He has more than 15 years' experience in financial services, including roles with UBS Wealth Management and Nomura International. "I look forward to building on the strong investment and ethical outcomes that James has ...

Head of sales departs Crestone

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
... manager. Four months ago he was promoted to the role of head of sales. Prior to Crestone's acquisition of UBS Wealth Management in 2015, Blight served as head of investment management at the latter for two years. He was with UBS for a total of four ...
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Alternatives stable pushes Navigator assets higher

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