About us

Present in 23 markets

Around 3,800 employees1

USD 1.2 trillion invested assets

Source: UBS Asset Management, 30 June 2023. 1) as of 31 December 2022 (updated annually), includes around 1,050 internal and external staff from Group Functions and CDIO Technology representation functions within the CDIO Technology spending 70% or more of their time on UBS-AM (serving as a conservative proxy for Group Functions).

An investment house

Investment pioneers with a strong track record that offers the full spectrum of investment opportunities within or across asset classes.

Robust processes and business architecture

We take no shortcuts. Investment teams apply robust investment processes and risk controls to support investment outcomes.

Build around investment teams

Investment excellence drives the culture. We hire and retain high calibre investors globally.

Solutions for our clients

Committed to providing solutions for our clients to assist them in meeting their long term objectives.

UBS Asset Management in Australia provides a comprehensive range of investment styles and strategies to institutional investors, financial advisers, wholesale and retail investors. Drawing on its 30-year heritage, UBS Asset Management strives to deliver outcome-orientated investment solutions for our clients, underpinned by a team-based approach and disciplined risk management.

Globally, UBS Asset Management manages approximately USD $1.02 trillion1 of invested assets under management – with 3,600* employees located in 23 markets. UBS Asset Management is a truly global asset manager. UBS is one of the largest global asset management businesses in the Australian market.

1as of 30 June 2022

Alison Telfer

Country Head Australasia, UBS Asset Management

Alison was appointed Country Head Australia and New Zealand for UBS Asset Management in January 2022.

Alison has over 25 years of experience working in Australian and global asset management with roles spanning product development, strategy, client distribution, legal, compliance, regulatory and government affairs as well as the COO function. Alison brings these skills to her leadership of UBS Asset Management and its goal of partnering with clients and industry to reimagine the power of investing and connecting people for a better world.

Prior to joining UBS Alison was General Counsel and Head of Compliance at BlackRock before being appointed COO and Head of Public Policy. Alison also chaired the Australian Board and was Executive Sponsor for BlackRock Women’s Initiative and the firm’s Philanthropic Committee.

Prior to BlackRock, Alison worked at Challenger as director of specialised product development and institutional co-investments. Alison commenced her career as a financial services lawyer at law firms King Wood Mallesons and Ashurst.

Alison holds a seat on the Financial Services Council board and Fund Management Board Committee.

Alison holds a BA (communications)/LLB.

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