Lombard Odier hires UBS high net-worth wealth head as UK CEO
Mark Goddard previously spent 20 years at UBS
UBS
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View from the top with T. Rowe Price’s Nataline Terry: The winning side
Nataline Terry, head of distribution UK and Ireland at T. Rowe Price, on why marketing and distribution are two sides of the same coin
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Quilter Cheviot appoints UBS’s UK wealth CIO to succeed Gwyther
Caroline Simmons will take up chief investment officer role in March
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Five IA Global funds to help clients sleep at night
Using FE Fundinfo, Portfolio Adviser identifies five funds for investors who want to minimise downside risk as much as possible
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AllianzGI hires head of Europe core and value equity from UBS
Kayvan Vahid joins after 20 years at the Swiss asset manager
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UBS and Credit Suisse: Global wealth set to reach $629trn by 2027
Global wealth predicted to rise by 38% over four years
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Retail investors to challenge Credit Suisse-UBS merger
‘Takeover of the second largest Swiss bank had the character of horse trading’
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Hargreaves Lansdown: Money market funds attract retail investors in July
Royal London and Abrdn money market funds among the most bought
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Mirabaud Wealth hires director duo from UBS
Joe Knight and Liam Jones join the firm’s London office
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UBS AM and Aon launch EM climate transition fund
Fund has positive and negative ‘tilts’, compared to a broad EM index
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Tracker funds dominate AJ Bell retail investor portfolios in H1 2023
Fundsmith Equity was the only active fund in the top 10 list
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Family offices eyeing increased equities allocations after flight from risk
UBS report sheds light on high-net-worth sentiment