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UBS
Financial planning
The Australian wealth management group has looked to competitor UBS to replace its outgoing chief operating officer, who departs after 15 years in the C-suite role....
Funds management
Financial advisers nervous about the liquidity of private markets funds for their retail clients are the target of fund managers launching semi-liquid products which offe...
Financial planning
There has been a 16.3 per cent rise in the wealth of Australian billionaires this year to over $200 billion, UBS finds, as Australian advisers shift their offerings to me...
Funds management
UBS Wealth Management has shared how much of a client portfolio it believes advisers could be allocating to private markets as well as detailed the importance of switchin...
Funds management
Northern Trust Asset Management has strengthened its investment stewardship capabilities by welcoming a new global head of stewardship who joins after 30 years at UBS Ass...
Financial planning
There are almost 2 million Australian millionaires, UBS’ new report shows, with the proportion set to grow by a further 400,000 people by 2028....
Funds management
The asset manager has welcomed a new head of wholesale client coverage to focus on Australia and New Zealand, representing a “key step” in its growth strategy....
Funds management
The intergenerational wealth transfer is in full swing with the number of billionaires who have inherited their money outpacing those who are self-made for the first time...
Funds management
Global wealth declined last year for the first time since the GFC and Australia experienced the fourth-highest losses behind the US, Japan and the UK, according to resear...
Funds management
Senior executives from UniSuper, UBS and Macquarie Wealth have officially launched Playfair Asset Management to support superannuation funds....
Funds management
The finalists of the Global Property Securities Fund category at the 2023 Fund Manager of the Year Awards have shared their insights with Money Management....
Funds management
The recent write-off of Credit Suisse’s AT1 capital notes has made the asset class more lucrative for investors, according to Robeco....
People & Products
The firm's emergency rescue of Credit Suisse could mark its return to wealth management in Australia. ...
People & Products
The asset manager has announced Shamaila Khan will take up the role in early April after more than 10 years at AllianceBernstein....
Funds management
Australia is among the best countries in the world to be protected from the fallout of the global banking crisis, according to Fidelity Australia’s head of investments, P...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...