UBS Wealth Management knows the value of local knowledge - across the globe. Right here in Scotland we have a team of Client Advisors from diverse backgrounds: corporate finance, corporate banking as well as wealth planning and asset management. Our local experts are also your gateway to UBS' global network.
The Edinburgh 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.
Scott joined UBS in 2006 and has over 30 years' experience advising wealth individuals and entrepreneurs in Scotland. He was previously with Adam & Company and Clydesdale Bank and has an MSc in Investment Analysis from Stirling University. He also holds the ASIP and MCIBS designations. Scott is married and has two daughters. He is a keen hill walker and can also be found lamenting the generally poor state of Scottish football from his vantage point in the stands.
Colin established the UBS Wealth Management presence within the existing UBS Warburg offices in Edinburgh in 2001 after spells with Merrill Lynch, Adam & Company plc and various elements of The Royal Bank of Scotland group over the preceding 20 years. A banker by earliest training, he is a Fellow of both the CIBOS (FCIBS) and the CISI. He is married and has a daughter and three sons living in Edinburgh, all of whom are interested in varying degrees in shooting, walking, sailing and most things two-wheeled.
Having worked for UBS Investment Bank, Kate moved to UBS Wealth Management in 2007 to work with private clients. Kate gained a first class Honours Degree from Aston Business School and, in her free time, enjoys outdoor pursuits in the great Scottish countryside and exploring exotic locations abroad.
With over 15 years of experience in private wealth management, Matt worked with Merrill Lynch in the US and Bank of Scotland in the UK before moving to UBS Wealth Management in Scotland. Married with two sons, Matt is a Certified Financial Planner with The Institute of Financial Planning and a Chartered Financial Planner with the CII.
Jenny joined UBS as a client advisor after moving from her previous employer, Brewin Dolphin Investment Managers. A member of the Chartered Institute for Securities and Investment, Jenny has completed the CISI Masters in Wealth Management. Jenny has an MSc in Real Estate Management from Oxford Brookes University and enjoys socialising with friends, keep fit and travelling.
Gerard joined UBS in 2015, bringing with him 16 years of experience in banking and wealth management. Gerard spent 5 years at Adam & Company plc and over 11 years in various roles at the Royal Bank of Scotland. A member of the Charted Institute for Securities & Investment, he enjoys running, golf and the occasional game of squash.
Phil has been working with wealthy individuals and families in Scotland for over 15 years, having latterly worked for Adam & Company as a Senior Private Banker and subsequently moving to UBS in December 2016. As a member of both the Chartered Institute for Securities and Investment and the Personal Finance Society, Phil holds the CISI Private Client Investment Advice and Management qualification and the PFS Diploma in Financial Planning.
In his free time, Phil enjoys travelling to new places, snowboarding, playing golf (badly), watching sport and hopes to complete his first triathlon soon.
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.
Jeff joined UBS in 2012 and specialises in advising individuals and their families on personal financial planning, including retirement and estate planning. He holds a Bachelor of Finance degree and a Masters in Accountancy. Jeff was awarded Chartered Financial Planner status in 2007 and is a Certified Financial Planner. He also holds a Certificate with the Society of Trustees and Estate Practitioners. Jeff works alongside the client advisors to help ensure that our clients' wider objectives are met. Jeff is married with one child and enjoys shooting and riding motorcycles in his spare time.
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.
Gayle joined UBS in 2004 as the Office Manager before moving on to the role of Client Advisor Assistant. Her previous employers include First State Investments and Royal London (formerly Scottish Life) where she spent 15 years in an HR role.
Eleanor joined the UBS Wealth Management business in Edinburgh in 2007 after a brief spell in project management at US investment firm Franklin Templeton. Prior to moving to Scotland, Eleanor worked for UBS Investment Bank for 8 years as a Desk Assistant on the Emerging Markets Equities Sales Desk and latterly the Corporate Access team.
Greg joined UBS in 2014 as part of the first UBS Apprenticeship Programme before graduating to become a Client Adviser Assistant in 2016. Having gained the Investment Operations Certificate as part of the apprenticeship scheme, he is now studying for the Investment Advice Diploma qualification.
Living in Fife, Greg enjoys socialising, keeping fit and can regularly be found on Aberdour Golf Course.
Ann joins UBS Wealth Management after 22 years at Adam & Company where she worked in the Operations Back Office team and, latterly, as a Private Banking Assistant.
Ann enjoys spending time with friends and family, keeping fit and travelling to hotter climates.
Hannah joined UBS in 2017 after relocating from London to Edinburgh. She has previously worked at Accountancy firm Haines Watts before moving onto Nutmeg Saving and Investment for two years.
Hannah enjoys being outdoors but is equally happy being at the cinema and reading a good book.
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