UBS Wealth Management Midlands

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.

Andy Jackson - Head of the Birmingham office

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.

Kieran Duffy

Kieran joined UBS in 2021 having begun his career in corporate banking at RBS working across the Midlands and in Dublin before moving to Coutts in 2014 where he was part of the wealth management and financial planning teams. Kieran then decided to broaden his knowledge by completing a LLB Law with Business degree at the University of Birmingham whilst working part time as a paraplanner for an IFA. Kieran is a Chartered Member of the CISI and holds the Investment Advice Diploma and Certificate in Advanced Financial Planning. Outside of work, Kieran enjoys playing golf and having had to stop playing rugby due to injuries, has managed his club’s 2nd XV and is the club treasurer.

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.

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.

Susan Bahia

Sue joined UBS in 2008 as Executive Team Assistant, supporting the Midlands team and now also supports the South West & Wales team in all areas of administration and office management. Outside of work Sue enjoys pottering around the garden, cooking, reading and keeping fit.