UBS

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...

Funds management

Credit Suisse is set to be acquired by its local competitor amid ongoing fears over the bank's viability. ...

Funds management

Although the Federal Budget does not project a return to surplus, Budget forecasts are fairly conservative and revenue could continue to grow with commodity prices, accor...

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People & Products

Income Asset Management Group has appointed former UBS investment specialist, Jonathan Baird, as chief executive as well as executive director for Fortlake Asset Manageme...

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People & Products

H.R.L. Morrison and Co has appointed Perry Offutt as its new head of North America, effective mid-October....

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People & Products

After 10 years at the firm Bryce Doherty will leave UBS at the end of June to pursue new challenges within the industry. ...

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