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. Check out their ultimate guide to selling a business.
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.
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 today
Read the following Wealth Strategy for Entrepreneurs 2019.Read now