As one of the world’s leading wealth managers1 and with Swiss roots, we combine our global capabilities with deep local expertise and insights to create bespoke solutions tailored to your unique needs. Right here in the heart of Newcastle, our client advisors have backgrounds in investment banking, wealth planning and asset management.

Arrange a call or personal meeting with a UBS client advisor

If you have bankable assets in excess of 2 m GBP and would like to discuss your needs with our advisors, please get in touch.

Get in touch

Tell us how we might be able to help you.

Visit our branch

UBS Wealth Management
1 City Gate
Newcastle upon Tyne
NE1 4XQ
Opening hours: 9 am – 5 pm
Telephone: +44-191-211 1000

Solutions tailor-made to your goals and values

  • Individuals and families

    We take the time to understand you so we can offer you the right solutions and insights aligned to your financial goals. As your wealth manager, we’re with you every step of the way.

  • Entrepreneurs

    Whether you're starting, expanding, selling or planning your succession, your journey will bring both challenges and opportunities – as a leading wealth manager1, we know what they are.

  • Family Office and UHNW

    For institutional investors, family offices and high-net-worth individuals looking for a trusted partner, we can connect you with expert advice, global resources and personalized services.

The UBS team in Newcastle

Regional Head

Debjani Raffan

Portrait of Debjani

Debjani joined UBS in 2005 as a Client Advisor, focussing on working with entrepreneurs and their families across Scotland. From 2021, she assumed responsibility for UBS’s Northern business, and she and her team in Edinburgh and Newcastle look after clients across Scotland, Northern Ireland, the North East and Yorkshire.

Debjani has worked in the financial services industry for close to 30 years in advisory roles and is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds a Law degree from the University of Strathclyde . She is passionate about philanthropy and is a Trustee of the UBS Donor Advised Foundation, as well as being involved in fund raising for many charities. She is married with 2 children and in her spare time she can be found honing her skills as a chef as well as long-distance walking.

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.

Andrew Elliot, Client Advisor, North East, UBS

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 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.

Portrait of Nicky Hargrave

Nicky Hargrave 

Nicky joined UBS in 2004 following a drastic change from her brief career in Graphic Design and has been a Client Account Manager for various teams throughout UBS over the years. She is currently happily living with her boyfriend of 22 years and enjoys walking her dog, various crafting hobbies and working through her backlog of books and video games.

Portrait of Matthew Worton

Matthew Worton

Matthew joined UBS in 2026 and specialises in advising entrepreneurs and their families across the North East and Yorkshire. Matthew has a Bachelor of Laws (LLB) from Newcastle University and holds the Level 7 Chartered Wealth Manager qualification. He is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and previously sat on the Regional Committee for this institution. Outside of the office Matthew enjoys travelling with his family, experiencing new cultures and cuisines. Matthew is also a football coach, teaching the next generation the beautiful game.

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.

Portrait of Sean O'Brien

Sean O'Brien

Sean is a Chartered Financial Planner and Fellow of the Personal Finance Society, with over 16 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. Prior to working at UBS, Sean started his career at a Transatlantic law firm.

Junior Client Advisor

Jeffrey Wan

Jeffrey Wan

Jeffrey joined the UBS Newcastle team as a Junior Client Advisor in 2025. Prior to this, he was a Client Account Manager in the UBS International Team, focusing on Asia Pacific clients. He holds a Bachelor's degree in Mathematics from the University of Waterloo (Canada) and a Master's degree in Mathematics from the University of Southampton. Additionally, he has earned the CISI Investment Advice Diploma.

Jeffrey has a diverse international background: he was born and raised in Hong Kong, studied in Canada, and now resides in the UK. He enjoys meeting people from various cultures and backgrounds. During weekends, you can find him either on the tennis courts or in dance studios. Jeffrey is fluent in Chinese Cantonese, Chinese Mandarin, and English.

Arrange a consultation today

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1"Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2025

Your capital is at risk. The value of an investment may fall as well as rise and you may not get back the original amount.

UBS does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.