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UBS

Financial planning

Australians have the second-highest median wealth in the world, beaten only by Luxembourg, as those in the middle bands are experiencing pronounced wealth growth, UBS has...

People & Products

Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025. ...

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. ...

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