St. Brelade, Jersey
As Country Head of UBS AG Jersey Branch I bring over 25 years of experience in Wealth Management and leadership within UBS, one of the world’s leading financial institutions. My career has spanned multiple senior roles across key markets, equipping me with a deep understanding of Global Wealth Management and a commitment to delivering exceptional client service. At UBS Jersey, we provide bespoke wealth management solutions tailored to the unique needs of our high net worth, family office and trust clients. Together with my team, I am dedicated to helping our clients achieve their financial goals while upholding UBS’s legacy of excellence and innovation. Any UBS content that is shared by this employee is provided for current, informational purposes only and is not intended as a recommendation, an offer, or a solicitation of an offer, to buy or sell any investment or other specific product. UBS does not provide tax advice and UBS staff will never ask you for financial information via LinkedIn private messaging. This employee’s post and comments may be monitored and retained by UBS. For more information on UBS social media legal policy, go to ubs.com/social-legal
leading WP experts (tax experts, attorneys, lawyers, CFPs, Insurance specialists, etc.) in Switzerland as well as in major European Domestic locations advising European resident clients in WP matters
Leading a team of 12 people (Relationship Managers, Investments Advisors, CA Assistants and a Risk Specialist) who service Greek and Cypriot Ultra High Net Worth individuals.
Leading & managing WP Europe & Emerging Markets, an organization of experts across Europe and Emerging markets (attorneys-at-law, lawyers, tax experts, certified financial planners, etc.) advising mainly Ultra High Net Worth and High Net Worth clients in legal & tax matters, predominantly in the area of tax / structuring, succession & estate planning, financial planning and relocation planning.