Ours is a tailored approach, based on an understanding of the client’s needs and mission, starting with a deep understanding of the needs and strategy of each client. We then align the investment solutions specifically, and include the ethical, environmental, social and governance criteria required by our clients. UBS is Australia’s leading equity and fixed income house, and has been awarded the world’s best private bank by Euromoney, 6 years in a row. We specialise in managing the investments of institutions that include charities, churches, super funds, “not-for-profit” organisations and high net worth families.
Bernie Connolly has 24 years of banking and investment experience with institutional and high net worth investors, in Australia and the UK.
