UBS Wealth Management Midlands

We're here to help you

We understand the value of having local knowledge that reaches across the globe. Right here in the heart of Birmingham, our client advisors have backgrounds in investment banking, wealth planning and asset management.

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Together, we can help you achieve more. 

Address:

UBS Wealth Management
10 Colmore Row
Birmingham
B3 2QD

Telephone: +44-121-236 4700
Opening hours: 9am-6pm

The Midlands team – in the heart of Birmingham

 

Regional head: Martyn Begbour

Martyn joined UBS in 2011 and has been working in wealth management for over 25 years. He primarily works with entrepreneurs in the South Central region prior to or after a liquidity event. Martyn is a Chartered Wealth Manager and has a BSc (Hons) in Geography. He likes to spend his spare time with his family, playing golf or watching Southampton FC.


Client advisors

Responsible for looking after your wealth management needs, client advisors help you with your wealth strategy, advise on investment products and assist you in pension planning. They’re also your gateway to further UBS expertise, should you need specialist advice from our mortgage solutions team or help with selling your business, for instance.

Kaleem Mohammed

Kal joined UBS in 2008 and has over 12 years' experience in the wealth management sector. He holds the Private Client Investment Advice and Management qualification, a BA (Hons) in Accounting and Finance from the Nottingham Trent University and is also a qualified Chartered Accountant with the ICAEW. Outside of work, Kal has a keen interest in philanthropy and has recently set up his own charity undertaking special projects that help those in poverty around the world.

Andy Jackson

Andy joined UBS in 2017 having previously worked for another wealth management firm for 9 years advising high net worth entrepreneurial clients across East and West Midlands. Andy has enjoyed various roles including meteorological and oceanographic observer in the Royal Navy, gallery manager at a fine art dealer and has also run a family office for a ultra high net worth family. Andy is a Chartered Fellow of the Chartered Institute of Securities and Investment (Chartered FSCI) and holds a number of professional qualifications including the Financial Planning Certificate and Private Client Investment Advice and Management Certificate. Outside of work he enjoys all sports, playing golf and travel.

Mabs Ali

Mabs joined UBS in 2018 and has over 15 years of experience working with CEO's and Senior Board members implementing and driving various growth strategies. Having studied Industrial Product Design and Engineering at Coventry University, Mabs started his career in banking and has spent the past 8 years working in the accountancy sector both for a Top 10 and Top 50+50 firm. Outside of work, Mabs enjoys spending time with his young family. He is also involved in a voluntary organisation that offers football coaching to young people aged between 6 and 18.

Financial planner

Financial planners work as specialists alongside your client advisor, providing bespoke financial planning advice. A team of planners and administrators support our financial planners by efficiently executing their advice, providing excellent client service and guiding you to other relevant 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.

Julian Warden

Julian joined UBS in 2012 and specialises in advising individuals and their families on personal financial planning, retirement and estate planning as well as tax-efficient investing and life assurance needs. He has worked in the UK financial services industry for over 30 years. Julian was awarded Chartered Financial Planner status in 2005 and holds Fellowships with the Personal Finance Society, the Pensions Management Institute and the Chartered Insurance Institute.

Client advisor assistants

Client advisor assistants are an integral part of the team. They offer most of your day-to-day administrative support, including payments, transfers and trades.

Haroon Akbar

Haroon joined UBS in May 2017 as a Client Advisor Assistant and has 8 years' experience in financial services working. In his spare time, Haroon enjoys partaking in various sports and spending time with his wife and two children.

Jenny O'Connor

Jenny has over 13 years' experience in the industry, 12 of which has been at UBS. Jenny worked in operations in London prior to a move to Birmingham. In her spare time Jenny enjoys socialising with friends and spending time with her family.

Team assistant

Susan Bahia

Sue joined UBS in October 2008 as Team Assistant and has over 29 years' experience in the industry. Outside of work Sue has a passion for cooking and gardening.

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