UBS wealth management in the North East

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.

Marcus Stewart - Head of the Newcastle office

Marcus has been a been a Client Advisor at UBS since 2010, based in London until 2023 when he relocated to the north east. Prior to this, he worked as an Investment Manager for Brewin Dolphin in London, a role he started after graduating from Newcastle University in 2000. He divides his time between working with private clients on both a discretionary and advisory basis covering personal portfolios, ISAs, pensions and offshore bonds. Marcus is a Chartered Member of the CISI and a CFA Charterholder.

Andrew Elliot

Andrew joined the team at UBS in 2013 and has 32 years' industry experience managing the wealth and investments for private clients as well as for pension, trust and charity clients. Andrew is a Chartered Fellow of the CISI. He is married with 4 children.

Allister Hogg

Allister Joined UBS in September 2023 as a client Advisor having spent the previous 5 years working as a Wealth Manager at Barclays Wealth, where he worked with private clients on both a discretionary and advisory basis covering personal portfolios, ISAs, pensions and offshore bonds. Prior to Barclays Allister was a professional rugby player for 16 years and is a former Scottish Rugby Internationalist

Financial planners work as specialists alongside your client advisor, providing bespoke financial planning advice. A team of planners and administrators support our financial planners, efficiently executing this advice, providing you with excellent client service, and offering 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 O'Brien

Prior to working at UBS, Sean started his career at a Transatlantic law firm. He is a Chartered Financial Planner and Fellow of the Personal Finance Society, with over 15 years of industry experience. He provides financial planning advice to high-net-worth individuals, trustees and entrepreneurs and since 2020 has been Head of Financial Planning for UBS in the UK.

Client Account Managers are an integral part of the team, providing you with most of your day-to-day administrative support including payments, transfers and trades.

Amanda McNicol

Amanda has over 7 years' experience in the industry in roles including Team Assistant and Private Banking Assistant. She joined UBS in 2015 as a Client Account Manager supporting the client advisors in managing the needs of our clients.

Marcus Himsworth

Marcus joined UBS in June 2020 having graduated from Newcastle University in 2019. In his spare time, Marcus enjoys playing football, golf and skiing.

Gareth Morgans

Having completed A Levels in Psychology, Philosophy and History, Gareth joined UBS in 2018 as part of our award-winning apprenticeship programme. Gareth completed the apprenticeship May 2020 and became a qualified Client Account Manager. Since completion of the apprenticeship programme Gareth has successfully passed his Investment Advice Diploma, including exams on  Regulations, Investment Risk and Tax and Securities. Gareth is currently on the Junior Client Advisor programme and has an ambition of becoming a Client Advisor within the next year or so.