Wealth Management in North East: Contact us

Office address and contact details
Our team in Newcastle

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

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

UBS Wealth Management Newcastle North East

Our wealth management Newcastle team is the gateway to UBS's global network and is ready to get to know your needs.

UBS Wealth Management
1 City Gate
Newcastle upon Tyne
NE1 4XQ

Opening hours: 9am-5pm

Regional head: Debjani Raffan

Debjani joined UBS in 2005 as Client Advisor. She has worked in the financial services industry for over 15 years in advisory roles and is a Chartered Fellow of the Chartered Institute for Securities and Investment. She is married with 2 children and in her spare time she can be found honing her skills as a baker.

E-mail Debjani

Debjani Raffan, Regional Head, Scotland, UBS

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

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 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.

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

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.

Lewis Lucchesi

Lewis joined UBS in 2019 as a Client Account Manager. He graduated in 2016 from Heriot Watt University with a degree in Accounting and took part in NHS Lothian's first Finance Internship.

Junior Client Advisor

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.