Steve Coffey
Analyst-Equity at Equity Trustees Wealth Services Ltd.
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Ned Joseph Bell | M | - |
Bell Asset Management Ltd. (Investment Management)
Bell Asset Management Ltd. (Investment Management) Investment ManagersFinance Bell Asset Management Ltd. (Investment Management) (BAM-IM) is the investment management division of Bell Asset Management Ltd. The firm is a subsidiary of Bell Asset Management Holdings Ltd., which is owned by Bell Group Holdings Pty Ltd. in Australia. Headquartered in Melbourne, BAM-IM provides advice to institutional investors and to pooled investment vehicles, including the Bell Trusts. The investors in the Bell Trusts may include corporations, endowments, foundations, trusts, estates, individuals and pension and profit sharing plans. | 24 years |
Chris Haynes | M | - |
Equity Trustees Wealth Services Ltd.
Equity Trustees Wealth Services Ltd. Investment ManagersFinance Equity Trustees Wealth Services Ltd. (Equity Trustees) is the wholly owned wealth management subsidiary of EQT Holdings Ltd. (ASX: EQT) in Australia. Formerly known as ANZ Trustees Ltd., the firm was established in 1878 and is headquartered in Melbourne. Equity Trustees offers a diverse range of financial and fiduciary services for corporate, charitable and private clients. | 6 years |
Ben Mandile | M | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | 11 years |
Karina Medina | F | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | 8 years |
Darren Thompson | M | - |
Equity Trustees Wealth Services Ltd.
Equity Trustees Wealth Services Ltd. Investment ManagersFinance Equity Trustees Wealth Services Ltd. (Equity Trustees) is the wholly owned wealth management subsidiary of EQT Holdings Ltd. (ASX: EQT) in Australia. Formerly known as ANZ Trustees Ltd., the firm was established in 1878 and is headquartered in Melbourne. Equity Trustees offers a diverse range of financial and fiduciary services for corporate, charitable and private clients. | 6 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Jakov Dujo Maleš | M | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | 12 years |
Warren Tease | M | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | 10 years |
Tracey McNaughton | F | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | - |
Jehanesan Konesan | M | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | 3 years |
Paul Bolinowsky | M | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | 7 years |
Rob Woods | M | - |
Challenger Ltd. (Investment Management)
Challenger Ltd. (Investment Management) Investment ManagersFinance Challenger Ltd. (Investment Management) (Challenger-IM) is the funds management division of Challenger Ltd., an investment company headquartered in Sydney, Australia. Founded in 1987, Challenger-IM originates and manages assets for global and Australian institutions. | - |
Chandra Sukumar | M | - |
Australian Graduate School of Management
| 2 years |
Victor Emanuel Gomes | M | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | 8 years |
Marissa Andrean Rossi | F | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | 18 years |
Vince McLenaghan | M | 64 |
QBE Insurance (Australia) Ltd.
QBE Insurance (Australia) Ltd. Investment ManagersFinance QBE Insurance (Australia) Ltd. (QBE Australia) is the insurance subsidiary of QBE Insurance Group Ltd. (ASX: QBE), a worldwide insurer and reinsurer. Originally founded in 1886 by James Burns and Robert Philp as The North Queensland Insurance Company Ltd., the QBE name is derived from three originating companies: Queensland Insurance, Bankers' and Traders' Insurance Company Ltd. and The Equitable Probate and General Insurance Co. Ltd. Headquartered in Sydney, QBE Australia provides a broad range of insurance products to personal, business, corporate and institutional customers. | - |
Simon A. Shields | M | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | 14 years |
Sean Gadd | M | 51 |
Australian Graduate School of Management
| 6 years |
James Blair | M | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | 7 years |
Fiona Aldous | F | - |
Deakin University
| 6 years |
Joh Snyman | M | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | 12 years |
Felipe Telles | M | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | - |
Steven Young | M | 60 |
Deakin University
| 1 years |
Anne Templeman-Jones | F | 63 |
Australian Graduate School of Management
| 2 years |
Ting Tshung Chung | M | 60 |
Deakin University
| 4 years |
David Carter | M | - |
Australian Graduate School of Management
| 2 years |
Catherine Young Carlson | F | - |
Deakin University
| 4 years |
Richard Murray Tait | M | 48 |
Australian Graduate School of Management
| 4 years |
Steven Lydeamore | M | 56 |
Deakin University
| 4 years |
Yuen Wai Tsang | M | 68 |
Australian Graduate School of Management
| 2 years |
Ye Kai Tan | M | - |
Deakin University
| 4 years |
Wai Chung Chan | F | 51 |
Deakin University
| 4 years |
David Edward Smith | M | - |
Australian Graduate School of Management
| 2 years |
Eng Eow Lee | M | 49 |
Deakin University
| 4 years |
David Smythe | M | - |
Deakin University
| 3 years |
Hoi Shan Chan | F | 54 |
Deakin University
| 4 years |
Rebecca Ong | F | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | 3 years |
Mark Baragwanath | M | - |
Australian Graduate School of Management
| 2 years |
Noam Breiman | M | 53 |
Australian Graduate School of Management
| 2 years |
Maria Baas | F | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | 3 years |
Jonathan Abraham | M | - |
Rothschild Australia Asset Management Ltd.
| 3 years |
Shaf Dewani | M | - |
Australian Graduate School of Management
| 3 years |
Elizabeth Eastland | M | - |
Australian Graduate School of Management
| 4 years |
Koe Tat Thiang | M | 54 |
Deakin University
| 4 years |
Louise Husin | F | - |
Deakin University
| 3 years |
Chi Chung Luk | M | 59 |
Australian Graduate School of Management
| 2 years |
Lai Kian Chew | M | 55 |
Deakin University
| 4 years |
Colin Napier | M | - |
Australian Graduate School of Management
| 2 years |
Brian R. Benari | M | - |
Challenger Ltd. (Investment Management)
Challenger Ltd. (Investment Management) Investment ManagersFinance Challenger Ltd. (Investment Management) (Challenger-IM) is the funds management division of Challenger Ltd., an investment company headquartered in Sydney, Australia. Founded in 1987, Challenger-IM originates and manages assets for global and Australian institutions. | 16 years |
Peter Lawrence | M | - |
Bell Asset Management Ltd. (Investment Management)
Bell Asset Management Ltd. (Investment Management) Investment ManagersFinance Bell Asset Management Ltd. (Investment Management) (BAM-IM) is the investment management division of Bell Asset Management Ltd. The firm is a subsidiary of Bell Asset Management Holdings Ltd., which is owned by Bell Group Holdings Pty Ltd. in Australia. Headquartered in Melbourne, BAM-IM provides advice to institutional investors and to pooled investment vehicles, including the Bell Trusts. The investors in the Bell Trusts may include corporations, endowments, foundations, trusts, estates, individuals and pension and profit sharing plans. | 7 years |
Mark D. ten Hove | M | 66 |
QBE Insurance (Australia) Ltd.
QBE Insurance (Australia) Ltd. Investment ManagersFinance QBE Insurance (Australia) Ltd. (QBE Australia) is the insurance subsidiary of QBE Insurance Group Ltd. (ASX: QBE), a worldwide insurer and reinsurer. Originally founded in 1886 by James Burns and Robert Philp as The North Queensland Insurance Company Ltd., the QBE name is derived from three originating companies: Queensland Insurance, Bankers' and Traders' Insurance Company Ltd. and The Equitable Probate and General Insurance Co. Ltd. Headquartered in Sydney, QBE Australia provides a broad range of insurance products to personal, business, corporate and institutional customers. | 11 years |
Matthew Leigh Farrar | M | - |
Australian Graduate School of Management
| 2 years |
Benjamin Heap | M | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | 3 years |
Terry W. Ibbotson | M | 78 |
QBE Insurance (Australia) Ltd.
QBE Insurance (Australia) Ltd. Investment ManagersFinance QBE Insurance (Australia) Ltd. (QBE Australia) is the insurance subsidiary of QBE Insurance Group Ltd. (ASX: QBE), a worldwide insurer and reinsurer. Originally founded in 1886 by James Burns and Robert Philp as The North Queensland Insurance Company Ltd., the QBE name is derived from three originating companies: Queensland Insurance, Bankers' and Traders' Insurance Company Ltd. and The Equitable Probate and General Insurance Co. Ltd. Headquartered in Sydney, QBE Australia provides a broad range of insurance products to personal, business, corporate and institutional customers. | 17 years |
Siu Hong Wong | M | 56 |
Deakin University
| 4 years |
David C Scott | M | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | 8 years |
Chin Sing Wong | M | 60 |
Deakin University
| 4 years |
Wa Tung Shu | M | 51 |
Deakin University
| 4 years |
Jonathan Kelly | M | - |
Australian Graduate School of Management
| 2 years |
Joseph Demase | M | - |
Deakin University
| 4 years |
David Haddad | M | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | - |
Cameron J. C. Judson | M | - |
Australian Graduate School of Management
| 2 years |
Kevin Gluskie | M | 57 |
Australian Graduate School of Management
| 2 years |
Matt Gaden | M | - |
Challenger Ltd. (Investment Management)
Challenger Ltd. (Investment Management) Investment ManagersFinance Challenger Ltd. (Investment Management) (Challenger-IM) is the funds management division of Challenger Ltd., an investment company headquartered in Sydney, Australia. Founded in 1987, Challenger-IM originates and manages assets for global and Australian institutions. | 10 years |
Theng Chim Lau | M | 68 |
Deakin University
| 4 years |
Michael Bogusz | M | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | 6 years |
Kok Chin Chia | M | 55 |
Deakin University
| 4 years |
Ching Kok Tiang | M | 50 |
Deakin University
| 4 years |
Poay Ngee Chuah | F | 54 |
Deakin University
| 4 years |
King Fai Leung | M | 52 |
Deakin University
| 4 years |
Hau Yin Lai | M | 56 |
Deakin University
| 4 years |
Chi Keung Wong | M | 57 |
Australian Graduate School of Management
| 2 years |
Malcolm F. Cox | M | - |
Deakin University
| 2 years |
Xian Sheng Wan | M | 60 |
Deakin University
| 3 years |
Thomas Wu | M | - |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | - |
Low Siew Ching | M | 59 |
Deakin University
| 4 years |
Paul Atherley | M | 68 |
Deakin University
| 4 years |
Michael Spreadborough | M | - |
Deakin University
| 4 years |
Ka Fai Wong | M | 55 |
Australian Graduate School of Management
| 2 years |
Statistics
Country | Connections | % of total |
---|---|---|
Australia | 78 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Steve Coffey
- Personal Network