POWERED BY MOMENTUM MEDIA
UBS expands wholesale capabilities
The UBS Global Asset Management team has expanded wholesale capabilities with two new appointments.
Seventeen-year veteran James Tomkins will become national sales manager for clients in Victoria, Western Australia and Tasmania, while Alistair Dunne, previously of BT Investment Management (BTIM), will fill out the same role for Victoria and South Australia.
Tomkins has worked in sales roles at BTIM, Westpac Private Bank and ABN Amro, while Dunne has plied his trade at Challenger and worked six years as BTIM's national sales manager.
Ben Heap, head of UBS Global Asset Management for Australia and New Zealand, said recent growth had driven the appointments, which would allow UBS to distribute core equities, fixed income and multi-asset funds nationally.
The appointments follow the launch of two new UBS funds that feed into the growing demand from investors and government legislation for passive superannuation solutions.
Based in Melbourne, the pair will report to head of wholesale sales for UBS in Australia and New Zealand, Bryce Doherty.
AUTHOR
Staff Writer
Money Management staff writers are writers who contribute to the website from time to time. If you would like to discuss the content contained within this article please contact us.
Recommended for you
The $16 billion fund has teamed up with a retirement income product specialist to give its members more confidence to spend in retirement.
The super fund-owned institutional investment manager has appointed an internal candidate as its next head of operations.
The $91 billion fund has doubled down on its data security, alongside enhancing its investment strategy, with two key appointments.
The Albanese government has appointed Jim Craig as a member of the Future Fund Board of Guardians for a five‑year term.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
90.28 3 y p.a(%)
2
GAM LSA Private Shares AU I
37.08 3 y p.a(%)
3
DomaCom Lot 21 Chellaston Road Munno Para West SA 5115 Australia
31.44 3 y p.a(%)
4
Fidante Credit Suisse Global Private Equity
31.12 3 y p.a(%)
5
Global X GlobalX FANG+ ETF
28.28 3 y p.a(%)
