People Moves

EXCLUSIVE: Swiss Wealth Management Giant Makes Raft Of UK-Based Appointments

Tom Burroughes Group Editor London 25 January 2016

EXCLUSIVE: Swiss Wealth Management Giant Makes Raft Of UK-Based Appointments

This publication exclusively reports on seven appointments by a top-tier wealth management firm.

UBS has made a total of seven appointments in the UK, this publication can exclusively report. It has named two professionals in its wealth planning advisory team and five people for its financial planning “para-planning” and administration teams.

Shabana Ahmed joins as a wealth planning advisor. She was previously a tax manager at KPMG, where her portfolio of clients consisted of high net worth and ultra HNW UK residents and non-domiciled individuals.

Euan O'Neill returns to the Zurich-listed bank as a wealth planning advisor, as cover for maternity leave, which he also did in 2012. O’Neill is a qualified solicitor and Chartered Tax Advisor and has previously worked in wealth planning at UBS in Zurich, as well as for trust companies in Jersey, the Cayman Islands and the British Virgin Islands.

Both these persons will be based in London and will report to Jeremy Franks, head of wealth planning advisory.

"Last year we initiated a new, goals-based approach to our clients' financial planning requirements to help us elicit a greater, in-depth understanding of their motivations. This strategic pivot means we are constantly evolving and moulding our advice,” Franks said.

The financial planning para planning and administration teams also appointed:

- Natasha Ward, who joins the financial planning team as a financial planning para planner. She was previously a para planner at Connor Broadley;

- Farida Hassanali, who also joins as a financial planning para planner. She was previously a senior technical consultant at EQ Investors;

- Hayley Jones, who joins the team as a financial planning assistant. She was previously at London & Colonial;

- Ciara Oliver, who also joins as FPA, following her recent graduation from University of Cardiff;

- Nick Turnbull, a recent graduate of University of Exeter, who also joins the firm as FPA.

 

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes