UBS wealth management in the North West

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We understand the value of having local knowledge that reaches across the globe. Right here in the heart of Manchester, 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
1st Floor
4 Hardman Street
Manchester
M3 3HF

Telephone: +44-161-837 2000
Opening hours: 9am-6pm

The North West team – in the heart of Manchester

 

Regional head: Jane Booth

Jane joined UBS in 2016 and specialises in advising wealthy entrepreneurs and their families across the North West. Jane is a member of the Chartered Institute for Securities and Investments and holds the Private Client Investment Advice and Management Certificate. Before transitioning into wealth management, she advised wealthy families on complex family law matters as a qualified solicitor. Jane is a qualified skiing and sailing instructor and enjoys cycling in the Peak District in her spare time.


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.

Fahim Amdani

Fahim joined UBS Wealth Management in 2020, after spending a number of years in M&A and advising global family offices and business owners on private equity transactions. He is a member of the Chartered Institute for Securities and Investments and holds the Private Client Investment Advice and Management Diploma. In his spare time he is an avid sports fan, has an interest in technology and start-ups and also likes to go running.

Ellie Edwards

Ellie joined UBS Wealth Management in 2010 and has over 12 years' experience working in the financial services industry. She is a member of the Chartered Institute for Securities and Investments and holds the Private Client Investment Advice and Management Diploma. In her spare time Ellie enjoys sampling different cuisines, keeping fit and healthy; and whenever possible horse riding.

Oliver York

Oliver joined UBS in 2018 and has over 6 years' experience working with private clients. Oliver is a holder of the Masters in Wealth Management and is a member of the Chartered Institute for Securities and Investment. In his spare time, he enjoys going to the gym and playing a variety of sports in his spare time.

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, 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.

Michael Stirrup

Mike joined UBS in 2018 and has 12 years' experience advising private clients on investment, estate and retirement planning. He is a Chartered Financial Planner and Fellow of the Personal Finance Society, a Chartered Member of the Chartered Institute of Securities and also holds the Society of Trust and Estate Planners Certificate for financial services.

Client advisor assistants

Client advisor assistants 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 Advisor Assistant supporting the client advisors in managing the needs of our clients.

Laura Jebb

Laura joined UBS in September 2017 supporting the North West team in all areas of client administration. Prior to working in financial services, Laura was a Mathematics teacher. She enjoys cooking, walking in the countryside and exploring new places.

Aidan Curran

Aidan joined UBS in 2017 as part of the apprenticeship. He gained the CISI Investment Operations Certificate as part of this process and is now studying towards the CISI Investment Advice Diploma. Aidan enjoys watching football, travelling and the occasional game of golf.

Apprentices

Anum Zia

Anum joined UBS in September 2019 on our apprentice programme. Anum is currently studying towards the CISI IOC - Introduction to Securities and Investment and in her spare time she enjoys reading, baking and spending quality time with family and friends.

Sara Hussain

Sara joined UBS Wealth Management in September 2020 through our apprenticeship programme where she is studying towards the CISI IOC – Introductions to Securities and Investments. In her spare time, Sara enjoys keeping fit, travelling and exploring new concepts.

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