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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Joseph R. Elegante | Senior Portfolio Manager | 2018 | now |
自傳 | 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. | ||
Scott Wilkin | - | 2016 | now |
自傳 | Scott is the Head of the Global Intrinsic Value Equity team and co-PM for our Global equity portfolios. He is also Director of Research (DOR); responsible for managing the 13-member analyst team and driving research quality standards across the Global Intrinsic Value platform. In 2012, Scott was promoted to the position of 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 health care analyst team. His responsibilities included fundamental company and industry-level research. | ||
Kevin Barker | - | 2017 | 2021 |
Charles Burbeck | - | 2016 | 2018 |
自傳 | 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 |
自傳 | 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 |
自傳 | Team Managed |
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