After a thorough search, we are pleased to announce that Alison Telfer will succeed Simon as Chief Executive Officer. Alison is a highly credentialled and experienced leader in the Australian funds management industry having most recently held the role of Chief Executive Officer and Country Head of UBS Asset Management, Australasia since January 2022. She joined from Blackrock where she spent over eight years in senior leadership roles including Chief Operating Officer and Managing Director of Australasia.  She is also currently serving as Chair of the Funds Management Committee Board of the Financial Services Council, and a director on the Financial Services Council board.

Alison will commence her role of Chief Executive Officer at Schroders Australia in February 2026. Simon will remain in his current role until this time before stepping down after an appropriate transition period. Alison will report directly to Meagen Burnett in London, Schroders Plc Group Chief Financial Officer (as Simon currently does).  Alison’s appointment is reflective of Schroders’ commitment to the Australian market and our optimism about the opportunities for growth from both our Australian manufacturing capabilities and our global platform.

Commenting on Alison’s appointment, Meagen Burnett, Schroders Plc Group Chief Financial Officer, said: “Alison was the standout candidate to lead the Australian business and build on Simon’s success. Her experience, strategic mindset, energy, and knowledge of the Australian financial landscape will be critical as we look to build on the positive momentum in the Australian business and its valued contribution to the growth of Schroders Plc.”

Simon Doyle joined Schroders Australia in 2003. He led Schroders’ Australian Fixed Income and Multi-Asset capabilities for over 15 years, including the establishment and management of the well-regarded Schroder Real Return Fund and is recognised as a pioneer of objective-based, multi-asset investment approaches in Australia. Since moving into the CEO role in 2023, Simon has led the business through a period of internal and industry change and led efforts to sharpen our product focus to achieve scale and meet future demand. The Australian business is in good shape with positive flows, rising AUM and solid true-to-label investment performance across key capabilities.

Commenting on Simon’s decision to retire from the business, Meagen Burnett said: “Simon has made a truly exceptional contribution to Schroders over his 22 years with the business. His pioneering approach to multi-asset investing and commitment to innovation set a new standard in our market. More recently, under his leadership as CEO, our Australian business has successfully navigated ongoing industry change and transformation within the wider Schroders business globally, ensuring we continue to deliver for our local clients and position Schroders for future growth.”

Simon Doyle, CEO, Schroders Australia, said: “It has been a privilege to lead Schroders Australia as CEO, and previously as Head of the Multi-Asset and Fixed Income investment teams. The business is in good shape. We are seeing positive flows in all major strategies, and our investment teams are performing well. Alison is an experienced investment leader, the right person to take Schroders forward in Australia, and now is the right time to make this transition. I look forward to watching the business thrive under her leadership”.

Commenting on her appointment Alison Telfer said: “I have admired Schroders’ strength in investing and commitment to the Australian investment community over many years. I am thrilled to take the baton from Simon to lead this wonderful business and continue to build upon the exceptional capabilities of the local and global platform.”

Schroders has operated in Australia for more than 60 years, marking this significant milestone last year. The business remains resilient and is well-positioned for its next phase of leadership and growth, with an unwavering commitment to earning client trust by delivering innovative, client-centric investment solutions and delivering prosperity together.

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Michael Saadie

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 Management (UBS AM). The new suite of strategies, designed exclusively for JBWere’s wholesale clients, provide access to expertly managed defensive assets at a time of increased demand for sophisticated fixed income solutions.

NAB Private Wealth Executive and JBWere CEO, Michael Saadie said these fixed income funds offer valuable and timely solutions for clients looking to add defensive components to a balanced, multi-asset portfolio.

“These new funds underscore JBWere’s commitment to offering high-quality investment solutions tailored to the specific needs of our clients, specifically those wanting high-quality defensive investment strategies,” Mr Saadie said.

“Australian investors allocated a record $6.26 billion to managed fixed income funds in the first half of the year.[1] Now, with the US Federal Reserve easing and inflation moderating, there is a timeliness to clients having access to expertly managed portfolios that deliver both global and domestic exposure and a strong defensive profile.”

The new product suite includes a domestic credit option, the UBS JBWere Australian Credit Fund, and a global credit option, the UBS JBWere International Credit Fund. Both will be available exclusively to wholesale clients of JBWere December 2025.

Partnering with a global expert in active fixed income

After a global search, Mr Saadie said JBWere chose to partner with UBS AM for the launch because of its proven expertise in managing active fixed income strategies.

“Our clients will benefit not only from UBS AM’s renowned investment expertise and oversight in this space but also from the competitive investment management fees we’ve been able to secure for this exclusive product offer,” Mr Saadie said.

“Investors can seek confidence in the heritage and track-record of both brands, and we particularly value UBS AM’s expertise in developing credit products in an environment that is likely to be conducive to solid alpha generation.”

Country Head of Australia and New Zealand at UBS AM, Alison Telfer, said “We are thrilled to have developed this fixed income offering for JBWere’s wholesale clients. These strategies are a tactical investment solution for investors who seek stability and growth in today’s complex market environment, and act as a sophisticated example of how a private wealth advisor like JBWere can work with asset managers like UBS for tailored strategies”.

“The rigorous investment oversight that comes with all of UBS AM’s investment strategies, combined with this initiative’s alignment to JBWere’s Asset Allocation Framework, offers JBWere clients the confidence that they are investing in a top-tier portfolio solution specifically designed for their needs and backed by UBS AM’s local and global expertise”.

The products will be structured as an Australian Unit Trust and will be onboarded to the JBWere Multi-Asset Platform (MAP).

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Thira joins from BNP Paribas AM where he was most recently Head of Wholesale Distribution, Australia & New Zealand. He brings a wealth of experience in the Australian asset management industry, having previously held various distribution roles with Nikko AM and Blackrock. He began his career on the investment side at AMP in 2007. Thira holds a Master of Applied Finance from Macquarie University, Sydney.

Thira’s appointment is a key step in the growth strategy for UBS Asset Management in Australia and New Zealand as we develop our local with global product strategy and strengthen our distribution capabilities in this fast-evolving wealth market. Thira will report locally to Alison Telfer as Country Head for UBS Asset Management Australia & NZ and regionally to Thomas Kaegi, APAC Head of Wholesale Distribution.

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Alison Telfer

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 SMA. The model is the first SMA portfolio to provide investors with an actively managed portfolio of global listed property securities in the Australian market, with seed capital from private wealth firm, Emanuel Whybourne & Loehr (EWL).

The strategy uses CBRE’s proprietary multi-step investment process to identify 25-45 compelling global property securities across a range of geographic and economic sectors.

Country Head of UBS Asset Management for Australia & New Zealand, Alison Telfer said, “To launch this Global Property SMA is a logical next step for us given our long-standing partnership with the CBRE investment team through our four existing funds, and UBS’ expertise in Managed Accounts globally.

“Additionally, this launch comes at an opportune time. Whilst REITs, like most asset classes, have experienced volatility throughout 2022, it’s our view that valuations have become dislocated from the resilience shown in unlisted property, and are therefore presenting an attractive entry point for long term investors.”

CBRE Investment Management Portfolio Manager, Justin Pica, commented, “In the current market environment of high inflation and volatility and with the likeliness of reduced economic growth over the coming year, it’s important to have a widely diversified portfolio. Historically REITS have outperformed equities during periods of high inflation and offer the opportunity for attractive returns relative to equities and an attractive yield relative to bonds.

“Our proven investment process aims to add value through active stock selection and robust risk management and portfolio construction and is backed by in-depth fundamental market knowledge and investment expertise that leverages the strength and in-depth local private market research platform of CBRE.  We are delighted to partner with UBS to launch this strategy to Australian investors with a leading investment platform such as Praemium.”

EWL Partner, Ryan Loehr, remarked, “We strive to source the best investment solutions available for our clients, and as such, we’re thrilled to seed the first global property SMA with two of the world’s heavyweights in Asset Management, UBS and CBRE. We’re bullish on listed property right now given valuations are trading at rarely seen levels below Net Asset Value so we’re pleased that Praemium have continued to lead the market in terms of managed account innovation with the launch of this product”.

Praemium’s Head of Investment Managers and Governance Damian Cilmi adds, “We are pleased to be the first platform to offer the UBS CBRE Concentrated Global Property Model and to provide those investors seeking exposure to global property the opportunity to achieve this within an SMA. With a highly experienced investment team in CBRE Investment Management, and a proven track record in real assets, they are a wonderful addition to the menu of high-quality investment managers we provide our clients access to via the Praemium SMA.”

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Alison Telfer

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 cap “future leader” stocks is designed to provide investors with exposure to high quality companies, selected around three long-term thematic categories, including digital transformation, heath and societal transformation, and sustainable transformation. The strategy seeks to identify winners early and capture emerging and durable growth.

UBS defines future leaders as smaller companies with the potential to disrupt traditional business models, capitalise on emerging trends, and have the potential to create new markets or transform legacy businesses. These companies are often in the introduction and growth stages of their lifecycle and have accelerating sales and earnings growth, expanding margins, and improving financial profiles. Future leaders are also often competitively differentiated, target large market opportunities and are supported by an entrepreneurial culture.

Co-Portfolio Manager of the Future Leaders Small Cap Strategy and Senior Investment Analyst, David Sullivan, said: “This is an exciting addition to the portfolio of strategies that UBS Asset Management offers investors in Australia. Small caps are a great asset class to build a thematic strategy from given the wide breadth of opportunities in the universe, their high exposure to investment themes and the potential for these companies to maintain strong growth profiles for sustained periods of time.  This strategy benefits from our global team of portfolio managers and analysts who conduct in-depth company research to select our pool of diverse and innovative companies.”

Country Head of UBS Asset Management Australia & New Zealand, Alison Telfer, said: “We are delighted to offer the Future Leaders Small Cap Strategy in Australia. This strategy provides our clients access to a best-in-class UBS global offering. In a first for UBS Asset Management Australia, we have collaborated with our global wealth and advisory business to draw on their insights into what clients here and around the world are seeking from an investment product – both financial and non-financial goals.

“This collaboration has also informed the selection of our long-term investment themes of transformation across the categories of digital, heath, societal, and sustainable change. Our ability to understand the goals of our end clients in combination with the investment expertise of our asset management business is an exciting step further into demand driven investing and speaks so well to the breadth of the UBS global service platform.

“Beyond this current launch, we will also debut in Q4 2022, three more strategies that we believe harness UBS’s proven global expertise tailored to the needs of our local market. This ‘local with global’ approach is a wonderful opportunity to solidify our position as a client focused global asset manager here and bring a broader opportunity set to our Australian investors.”

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