All Articles tagged with 'Alison Telfer'

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Schroders Australia leadership update: Simon Doyle to retire, Alison Telfer appointed CEO

Schroders Australia has announced that Simon Doyle, Chief Executive Officer, will retire from the business in early 2026 following an outstanding 22-year career with the company and more than 38

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06 Nov 2025

JBWere expands fixed income offering powered by UBS Asset Management

One of Australia’s leading wealth advisers, JBWere, the wealth advice business within NAB Private Wealth, has announced the launch of two new active fixed income products, backed by UBS Asset

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19 Dec 2024

UBS AM appoints Thira Ngoeun as Head Wholesale Client Coverage Australia

UBS AM has announced that Thira Ngoeun has joined UBS Asset Management as Head Wholesale Client Coverage Australia, effective Monday 22 January 2024. Thira joins from BNP Paribas AM where he

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25 Jan 2024

UBS CBRE launches first Global Property Model on Praemium platform

From UBS

UBS Asset Management (UBS) has partnered with CBRE Investment Management, Listed Real Assets LLC, part of CBRE Investment Management (CBRE) to launch a Concentrated Global Property Model on the Praemium

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23 Nov 2022

UBS Asset Management launches the Future Leaders Small Cap Strategy in Australia

From UBS

UBS Asset Management (‘UBS AM’) is pleased to announce the launch of the Future Leaders Small Cap Strategy in Australia. This actively managed global strategy of 40 to 60 small

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19 Aug 2022

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]