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Nome | Título | Desde | Até |
---|---|---|---|
Adam Jokich | - | 2025 | Agora |
Biografia | Adam Jokich is a senior portfolio manager (PM) within the Global Equity team. Adam is the lead PM on select sustainability-focused equity strategies including Active Climate Aware, US Sustainable, Engage for Impact Equity, and International Sustainable Equity; he is also the co-PM on Long Term Themes. Additionally, Adam remains deputy PM on several other strategies managed by the Global Equity Team. Prior to his role as a senior portfolio manager on the team, Adam held the role as deputy portfolio manager on our SI-focused portfolios, including Global Sustainable Equity, International Sustainable Equity, US Sustainable Equity, and Long Term Themes Equity, among other portfolios run by the Global Equity team. Adam started his career as a quantitative analyst in Chicago, where he was responsible for providing quantitative research and analysis used in the investment decision making process within the US Intrinsic Value team, and worked extensively on the Global Equity Valuation System. Adam also spearheaded the development of the proprietary UBS ESG model. He has fulfilled several portfolio manager roles, where he has leveraged his quantitative skillset to provide value add in the portfolio construction and risk management process. He was the deputy portfolio manager on the US and Global Multi-Strategy portfolios and was responsible for the research and development initiatives of various risk premia capabilities for the Systematic Investing team. Adam is a CFA Charterholder, a member of the CFA Institute | ||
Joyce Kim | - | 2021 | Agora |
Scott Wilkin | - | 2016 | Agora |
Biografia | Scott Wilkin was appointed co-head of the enlarged Global Equity team in 2025, following the merger of the Global Equity and Global Value teams. He is also Director of Research. He acts as Lead PM on a number of strategies while being overall responsible for driving and maintaining excellent research standards across the team. Scott was appointed Head of Global Equity in 2016, having proven himself as one of the strongest investors across Active equities in various research roles, culminating in being Director of Research in the US. In 2012, Scott was promoted to the position of Director of Research (DOR) for the US Intrinsic Value equity team. In this role, Scott managed a team of six sector-based analysts and lead company and industry-level research. Scott was also the lead portfolio manager of the Intrinsic Value equity team's Global Healthcare and UBS Healthcare Long/Short strategies. Prior to being named DOR and portfolio manager, Scott was a Senior Investment Analyst and Sector Head for the Healthcare analyst team. His responsibilities included fundamental company and industry-level research. Before joining the firm in 2003, Scott spent seven years as a securities analyst covering the medical device industry, most recently as a managing director at SG Cowen. Scott started his career serving in various business development, strategic planning and market research roles in the specialty pharmaceutical and diagnostic industries. Scott is a member of the Investments Committee to the board of the American Diabetes Association (ADA). | ||
Joseph R. Elegante | Senior Portfolio Manager | 2018 | 2025 |
Biografia | Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients. Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago. | ||
Kevin Barker | - | 2017 | 2021 |
Charles Burbeck | - | 2016 | 2018 |
Biografia | Charles Burbeck is Deputy Global PM for all Core/Value global equity strategies at UBS Asset Management. Charles joined UBS Asset Management in January 2013. He previously worked at Barclays Wealth and Investment Management as Global Head of Equities. Prior to this, Charles was Head of Global Equities at HSBC Global Asset Management and BNP Fortis Investments. He began his career at Schroders in 1990 and spent twelve years there managing integrated global equity products. Charles is a Regular Member of the CFA Society of the UK. | ||
Yvonne Thomas | - | 2010 | 2017 |
Nicholas Irish | Head | 2012 | 2016 |
Biografia | Nick Irish is Head of Global Equities within the Core/Value Equities business since April 2012. Previously, Nick was a Senior Portfolio Manager on the Core / Value Global Equities team. Nick joined UBS Global Asset Management in March 2008 from HSBC Global Asset Management where had been Senior Global Equity Portfolio Manager since 2005. Prior to this, Nick spent 11 years at Schroders. Nick attended Exeter University (UK) and is a Regular Member of the CFA Society of the UK. | ||
Management Team | - | 2003 | 2012 |
Biografia | Team Managed |
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