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UBS Wealth Management adds new faces to Yorkshire Office

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UBS today announced the addition of two new client advisor assistants to its wealth management service in Yorkshire.

Lisa Helliwell and Sunjeet Kalsi have extensive experience within the financial sector, working for household names and premier client banks.

These appointments represent further investment in the new Yorkshire service, building upon the area's strong potential for growth. The service offers high net worth individuals and trustees a complete range of tailored advice including UK and global investment services.

Lisa and Sunjeet will be key points of contact for clients, assisting UBS Wealth Management's advisors, Neil King, Claire Kerr, Karen Vardy and James Copeland.

Lisa has worked for the last decade in similar support positions with the Yorkshire operations of the Bank of Ireland, Anglo Irish and RBS.

Sunjeet moves to Yorkshire from London, where she has spent the last five years working in foreign exchange with Raphaels Bank, in Piccadilly.

Jonathan Brown, Head of the UK Regional Business said:-

I am delighted to welcome Lisa and Sunjeet, their existing knowledge and experience will enable us to provide a first class service to our clients and further strengthen the Yorkshire team.



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