UBS Wealth Management knows the value of local knowledge - across the globe. Right here in the North East we have a team of Client Advisors from diverse backgrounds: investment banking, wealth planning and asset management.
We understand the value of local links and all of our North East team play an integral part of the local community. We also contribute to the growth and prosperity of the North East by supporting a broad range of local causes.
We are your gateway to UBS's global network and would be happy to talk to you and understand your needs.
The Newcastle team
Client Advisors are responsible for looking after your wealth management needs, from helping to decide your overall wealth strategy through to advising on issues such as investment products and pension planning. As well as being your main contact at UBS Wealth Management, he or she will also be your gateway to the wider expertise of UBS, should you need specialist advice from our mortgage solutions team or help with selling your business, for instance.
Andrew graduated from Northumbria University with a degree in Estate Management before joining Gerrard Vivian Gray in London. He has 28 years' industry experience having led investment management teams under the Old Mutual then Barclays Wealth ownership of Gerrard Investment Management. At Barclays Wealth he was a member of the UK investment committee and responsible for personal, pension, trust and charity clients. He leapt at the opportunity to return to the North of England in 2008 and joined the team at UBS in 2013. Andrew is a Chartered Fellow of the CISI. Married with three sons and a daughter, he enjoys the sporting activities of his children. When time permits he loves fishing and travel on two wheels.
Alison joined UBS in 2019 having previously worked for Coutts Newcastle upon Tyne 1998 when the office opened. Prior to this Alison worked for the NatWest Group. She is experienced in wealth management, lending solutions and banking advice as well as team leadership. Outside of work, Alison enjoys golf, skiing and distance walking.
After moving to Newcastle to complete his BA Hons degree in Finance and Investment Management, Oliver spent over 4 years at Brewin Dolphin before joining the UBS team in January 2018. He spends his time working with private clients and supporting the other Client Advisors in business development and client events. Oliver is a keen golfer and enjoys going to the gym and playing a variety of sports in his spare time. Oliver is a holder of the Masters in Wealth Management and is a member of the Chartered Institute for Securities and Investment.
Stephen joined UBS in 2017 having previously worked for Coutts & Co for 9 years in Leeds and most recently Sheffield advising clients across the Yorkshire and Derbyshire regions. Prior to joining Coutts & Co, Stephen attained a first class honours degree in Mechanical Engineering from Loughborough University. Stephen is a Chartered Wealth Manager and holds the CISI Certificate in Private Client Investment Advice and Management.
Financial Planners work as specialists alongside your UBS client advisor, providing bespoke financial planning advice. A team of Paraplanners and Administrators support our Financial Planners to efficiently execute this advice and, provide you with excellent client service, as well as access to other UBS resources. These resources can range from investment management to estate planning and corporate finance advice, in addition to specific wealth management products and services.
Sean is a Chartered Financial Planner and Fellow of the Personal Finance Society, with 11 years' industry experience. Prior to joining UBS Sean worked at a national law firm providing holistic financial planning advice to high net worth individuals, trustees and business owners. Sean is married with a young daughter and in his spare time enjoys travelling, skiing and keeping fit.
Client Advisor Assistants
Client Advisor Assistants are an integral member of the team who will provide you with most of your day-to-day administrative support including payments, transfers and trades.
Stacey has been in the financial services industry since graduating in 2000 from Hertfordshire University with a BSc Hons in Engineering Management. Stacey began her career with an IFA in London as an Investment Assistant before becoming their Deputy Investment Administration Manager. Stacey then joined UBS in London into a similar role in 2003 before returning to the North East in 2007 as a Client Advisor Assistant. Stacey enjoys a multitude of outdoor activities with her Fiancé, including hiking, mountain biking and the occasional spot of fishing.
Nicky joined UBS in 2004 following a drastic change from her brief career in Graphic Design. Nicky supports the Directors in all of the administrative aspects of account management for private clients, charities and pension funds as a Client Advisor Assistant. She is currently happily living with her boyfriend of 12 years and has a passion for cooking, travelling, reading and playing computer games (not all at the same time).
Sharon has been in the financial services industry since 1983 when she began her career with the Natwest/RBS group, transferring to Coutts in 2009 initially as a Private Banking Assistant and then as a Junior Private Banker. Sharon joined UBS in Newcastle late 2019 as a Client Advisor Assistant. Outside of work Sharon has a variety of hobbies including, cycling, walking, reading and especially enjoys going on holiday!
Telephone: +44 191 2111391
Having completed A Levels in Psychology, Philosophy and History, Gareth Joined UBS Wealth Management in 2018 as an Apprentice. Gareth has finished his Level 3 Investment Operations exams and is due to complete the apprenticeship by May 2020 when he will be a qualified Client Advisor Assistant.
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