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Nome | Título | Desde | Até |
---|---|---|---|
Gian A. Plebani | - | 2017 | Agora |
Biografia | Gian Plebani is a Portfolio Manager within the Investment Solutions team with a primary focus on multi-asset growth portfolios and European balanced strategies. He is a member of the Investment Committee, heads the commodity research group, and is a member of the fixed income research group. Gian joined UBS Wealth Management in 2013 and transferred to UBS Asset Management in January 2014. Gian is a member of the CFA Institute and holds the UBS Wealth Management Diploma. | ||
Philip Brides | - | 2014 | Agora |
Biografia | Philip Brides has served as Co-Head of Portfolio Management within UBS Asset Management's Investment Solutions team since January 2017. He is jointly responsible for the oversight of all multi-asset and solution mandates, with the team managing over $100 billion in assets. In 2014, Philip joined UBS Asset Management from BlackRock, where he had been responsible for managing Global Tactical Asset Allocation (GTAA) mandates for retail and institutional investors. Prior to that, he was co-head of BlackRock's Dynamic Diversified Growth strategy. Philip is a member of the CFA Institute. He also holds the Investment Management Certificate (IMC) and the Chartered Alternative Investment Analyst (CAIA). Philip holds a Bachelor of Arts degree from Trinity College, and a Master of Sciences degree from Birkbeck College of the University of London. | ||
Andreas Koester | Executive Director | 2009 | 2017 |
Biografia | Mr. Koester is Head of Asset Allocation and Currency in the Global Investment Solutions team and a Managing Director at UBS Global Asset Management. Mr. Koester has been at UBS Global Asset Management since 2009. Prior to joining UBS Global Asset Management, Mr. Koester worked at Schroders since 2005, where he was Head of US & European Multi-Asset Solutions and was also a member of their global asset allocation and alternative investment committees. Prior to joining Schroders, Mr. Koester worked for AXA Investment Managers since 2001 in various portfolio management and asset allocation roles. | ||
Jonathan Davies | Head | 2009 | 2017 |
Biografia | Jonathan Davies is Head of Currency in the Multi-Asset team, based in London and a Managing Director at UBS Asset Management. Mr. Davies has been at UBS Asset Management since 2002. Prior to joining UBS Asset Management, Mr. Davies held positions at the Institute for Fiscal Studies and the Financial Services Authority. Mr. Davies has been a portfolio manager of the Fund since 2009. Mr. Davies has been a portfolio manager of the Fund since 2009. He has a MA from Keble College, Oxford, and an MSc from the University of London. | ||
Curt Custard | Managing Director, Head | 2009 | 2016 |
Biografia | Curt Custard is Head of Global Investment Solutions and a Group Managing Director at UBS Global Asset Management. Mr. Custard has been at UBS Global Asset Management since 2008. Mr. Custard is also a member of the UBS Global Asset Management Executive Committee. Prior to joining UBS Global Asset Management, Mr. Custard was Global Head of Multi-Asset Solutions at Schroders since 2004. Prior to this, Mr. Custard was Chief Investment Officer of the Multi-Asset and Balanced Business of Allianz Global Investors in London since 2000. | ||
Lowell Yura | Co-Portfolio Manager | 2013 | 2014 |
Biografia | Mr. Yura, Head of Multi-Asset Solutions at BMO Asset Management, joined BMO Asset Management in 2014 and is a CFA Charterholder. Prior to 2014, Mr. Yura was Head Strategist, Americas and U.K. and a Managing Director at UBS Global Asset Management and held various positions there since 2003. | ||
Edwin Denson | Member | 2007 | 2009 |
Biografia | Edwin Denson is a member of the Global Macro Strategies Team at William Blair. Prior to joining William Blair in 2011, he was a member of Singer Partners’ investment team with special focus on market strategy. Prior to joining Singer Partners in July 2009, he served as Head of Asset Allocation, Global Investment Solutions at UBS Global Asset Management with overall responsibility for the asset allocation strategy of multi-asset portfolios. Prior to heading Asset Allocation at UBS Global Asset Management, Dr. Denson was a Senior Asset Allocation Analyst at the firm with responsibility for setting asset allocation strategy for a number of multi-asset portfolios and developing the asset allocation investment process. Dr. Denson’s experience prior to joining UBS Global Asset Management in 2001 includes serving as an economist at Putnam Investments, Primark Decision Economics, and Lehman Brothers, as a partner in a commodity trading advisory firm and as a quantitative equity trader for a private trading partnership. Dr. Denson holds an AB in Economics from Cornell University and a PhD in Economics from Northwestern University, with specializations in macroeconomics and econometrics. | ||
Thomas Clarke | Partner | 2007 | 2009 |
Biografia | Thomas Clarke, a Partner of William Blair Investment Management, LLC. He joined William Blair in 2011. Prior to joining William Blair, he was a Managing Partner at Singer Partners, LLC from 2009 to 2011. Prior to that, he was with UBS Global Asset Management (Americas) Inc. from 2000 to 2009. During his time at UBS Global Asset Management (Americas) Inc., he served as the head of currency analysis and strategy for UBS Global Investment Solutions Group from 2000 to 2009. Education: BSc, University of Manchester (UK). | ||
Brian D. Singer | Partner | 2000 | 2007 |
Biografia | Brian D. Singer, a Partner of William Blair Investment Management, LLC. He joined William Blair in 2011. Prior to that, he was a Managing Partner and Head of Investment Strategies at Singer Partners, LLC from 2009 to 2011. Prior to that, he was the head of UBS Global Investment Solutions Group and Americas’ CIO, UBS Global Asset Management (Americas) Inc. He has the Chartered Financial Analyst designation and is a member of the CFA Institute. Education: B.A., Economics, Northwestern University; M.B.A., University of Chicago. | ||
Kevin Terhaar | Portfolio Manager | 1994 | 2003 |
Biografia | Terhaar is a portfolio manager of UBS. |
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