National Sales Manager
Year started in the investment industry: 2004
Education: Investment Management Consultants Association – Certified Investment Management Analyst®; Queensland University of Technology – Bachelor of Business (Banking & Finance, Economics); Kaplan Professional – Advanced Diploma of Financial Services (Financial Planning); Tribeca Learning – Diploma of Financial Services (Financial Planning).
- Nathan Robertson is responsible for growing UBS Asset Management's wholesale business across Australia, with primary responsibility for the Queensland market. In this role Nathan works closely with advice dealer groups, financial advisers and intermediaries, research personnel and administration service providers.
- Prior to joining UBS in 2018, Nathan was an Investment Business Development Manager for Colonial First State from 2011. Previously Nathan worked as a Financial Adviser at the Commonwealth Bank.
- Nathan has been awarded the Certified Investment Management Analyst® (CIMA) designation.