UBS Wealth Management
Partnered with Entrepreneurial Scotland since 2002, UBS provides a complete wealth management service in the UK. They have a long history of working with UK entrepreneurs planning their business, family and investment needs as they approach a liquidity event.
Their advisors will help you learn how to protect and grow your hard-earned wealth drawing on the strength of their Global Chief Investment Office. Whether you want to leave money in trust for your children, sort out your pension arrangements or, increasingly, become a Philanthropist, they can help you achieve your goals.
In Scotland, with offices in Edinburgh and Glasgow they have a team of Client Advisors from diverse backgrounds such as Corporate Finance, Corporate Banking, Wealth Planning and Asset Management.
Their global reach, insights across all markets , asset classes, and the depth of their product offering make them uniquely positioned to provide expert advice.
Wealth Management in Edinburgh - A financial partner in Scotland
UBS Wealth Management knows the value of local knowledge - across the globe. Right here in Scotland we have a team of Client Advisors from diverse backgrounds: corporate finance, corporate banking as well as wealth planning and asset management. Our local experts are also your gateway to UBS' global network.
Client Advisors are responsible for looking after your wealth management needs, from helping to decide your overall wealth strategy through to advising on issues such as investment products and pension planning. As well as being your main contact at UBS Wealth Management, he or she will also be your gateway to the wider expertise of UBS, should you need specialist advice from our mortgage solutions team or help with selling your business, for instance. Speak to Gerard Wilson today.
Gerard joined UBS in 2015, bringing with him 16 years of experience in banking and wealth management. Gerard spent 5 years at Adam & Company plc and over 11 years in various roles at the Royal Bank of Scotland. A member of the Charted Institute for Securities & Investment, he enjoys running, golf and the occasional game of squash. If you would like to speak to Gerard why not email him on email@example.com
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