UBS has made a series of senior management changes at its Investment Products & Services group for UK and Jersey, this publication can exclusively report.

UBS has made a series of senior management changes at its Investment Products & Services group for UK and Jersey, this publication can exclusively report.

Shelley Doorey has been named head of IPS Wealth Planning and IPS Banking Products, UK & Jersey. She has carried out these roles on an interim basis since last August, in addition to her duties as IPS chief of staff, which is a role she has held since 2010. She joined the Wealth Planning UK group as head of Corporate Employee Financial Services in 2007, subsequently moving with CEFS to lead a team in New York.

Before joining the Swiss bank, she founded and was chief executive of an employee share plans business, and subsequently sold it.

Most of her current role will now be performed by Loretta Lau, who becomes head of IPS Management Office, UK & Jersey. She will be responsible for business management, planning, product marketing and communications, product strategy, regulatory projects and the independent performance reporting and analytics team.

Lau joined UBS in 2005 from TD Bank in Toronto, going on to work in business and project management roles in Hong Kong, Zurich and London.

Ian North remains responsible for the IPS Business Risk Management team. He now reports directly to Nick Perryman, Head of Investment Products & Services, UK & Jersey.

Other moves
Among other appointees are James Chilvers, who has joined WP Advisory, reporting to Jeremy Franks.  He is a qualified solicitor specialising in tax, trusts and estate planning. He was previously an associate at Macfarlanes. Another appointee is Ben Davis, who joins the WP Product Development & Management team, reporting to Giles Sibbald. Davis is responsible for managing wealth planning products, such as pensions, offshore bonds and individual savings accounts.

Matthew Seymour, meanwhile, has joined the AS Structured Solutions team, reporting to Michelle Bates. He is responsible for development and distribution of structured products, across the business. Prior to UBS, he was at Barclays for six years, and before that worked in tax advisory at Grant Thornton.

Mateusz Dudarski has been transferred to the IPS Distribution Management, reporting to Perhad Merwanji, where he is responsible for the effectiveness of the bank’s Advisory Distribution Committee and the UBS Impact platform.

After the transfer of Natalia Coughlin within IPS Jersey, Nicholas Michael joins Execution Services. He has previously worked at Standard Chartered and RBC in Jersey.

Richard Moller is joining WM UK Domestic as a client advisor and investment leader, based in Newcastle and Edward Price is transferring to WM UK International to be a client advisor in Geneva.