UBS wealth management in the South West and Wales

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

If you have bankable assets in excess of £1m and would like to discuss your situation with one of our advisors, please get in touch.

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Together, we can help you achieve more. 

View of Cardiff University, Wales

Address:

UBS Wealth Management
5 Broadgate
London
EC2M 2QS

South / South West: +44-20-7568 7138
Wales: +44-20-7568 7138
Opening hours: 9am-5pm

Branch locator

Our local South, South West and Wales team is the gateway to UBS's global network and is ready to get to know your needs.

The South West and Wales team

 

Regional head: Ebru Ozsezgin

Ebru has been with UBS Wealth Management since 2007 and is currently Desk Head in the UK High Net Worth segment.  Prior to moving to the UK business, she was initially a Relationship Manager in the international segment of the Bank and subsequently Team Lead for Turkey.  Previously she was a Senior Private Banker with Coutts & Co.

Before moving into wealth management in 2003, Ebru worked as an Institutional Fund Manager with F&C Emerging Markets and Goldman Sachs Asset Management for 8 years covering Latin America, Emerging Europe, Middle East and South Africa.  She has been based in London since 1994, prior to which she worked as an Equity Analyst in her native country of Turkey for four years.  Ebru holds a BA in Business Administration from Istanbul University, Senior Leadership MBA from Henley Business School and is a CFA charter holder.  She is passionate about philanthropy and is a trustee of the UBS Donor Advised Foundation.

 

E-Mail Ebru
ebru-ozsezgin

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.

Matthew Marsden - Head of the South West & Wales office

Matthew Marsden - Head of the South West & Wales office

Matt joined UBS in 2016 and has been providing wealth management advice for over 20 years – from comprehensive financial plans to assistance with more specific objectives related to investing, lending, multi-generational and wealth preservation planning. Matt is a Chartered Wealth Manager and holds the Diploma in Financial Planning with the Personal Finance Society and the Private Client Investment Advice and Management Certificate with the Chartered Institute for Securities and Investment. Matt and his wife live in Newport and have 3 children.

Matthew Noyce, Client Advisor, South West and Wales, UBS

Matthew Noyce

Matt has been advising ultra high net worth clients for over 15 years both in the UK and Middle East. He has spent the last 10 years with a particular focus on developing client relationships in Dorset and the surrounding region and joined UBS in 2018. He is a Chartered Wealth Manager and specialises in investments, lending, and next generation wealth planning. Matt is a Governor of Milton Abbey School, Dorset and in his spare time enjoys skiing, travel, rugby and supporting Southampton FC. He lives near Wimborne, Dorset with his wife and 3 children.

Kate Richardson, Client Advisor, Scotland, UBS

Kate Richardson

Kate is a Chartered fellow of the CISI (Chartered Fellow of the Chartered Institute of Securities and Investment) and holds the Certificate in Private Client Investment Advice and Management. Kate has worked at UBS Wealth Management for over 14 years assisting High Net worth individuals and their families with their wealth management needs. Prior to this Kate worked at UBS Investment bank after gaining a first class honours degree from Aston Business School. Kate has a young family and enjoys most sports and outdoor pursuits.

Wayne Newlands, Client Advisor, South West and Wales, UBS

Wayne Newlands

Wayne joined UBS in 2006 and has over 20 years of experience of working with a range of clients from a variety of backgrounds including entrepreneurs, business owners, finance professionals and company executives across the Resident Domiciled and Resident Non-Domiciled space. He is a Chartered Wealth Manager, a Fellow of the Chartered Securities Institute (FCSI) and additionally holds Advanced Financial Planning Certificates with the Chartered Insurance Institute (CII). In his spare time, Wayne enjoys tennis, travel and spending time with his young family.

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.

Julian Warden, Financial Planner, South West and Wales, UBS

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 Account Managers

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.

Nicky Hargrave

Nicky Hargrave

Nicky joined UBS in 2004 following a career change in Graphic Design. Nicky worked for the Newcastle office for over 15 years, but has now moved to support the South West team in all of the administrative aspects of account management for private clients, charities and pension funds as a Client Account Manager. Nicky has a passion for cooking, travelling, walking, reading and playing computer games (not all at the same time).

Haroon Akbar

Haroon Akbar

Haroon joined UBS in May 2017 as a Client Account Manager and has 12 years' experience in financial services working. In his spare time, Haroon enjoys partaking in various sports and spending time with his wife and three children.

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