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July 4, 2017

UBS Wealth Management bolsters Midlands team

UBS Wealth Management has appointed Andy Jackson as the new client advisor for its Midlands office in Birmingham.

Jackson most recently served as a private client director at private bank Coutts, a role he held for nine years.

At UBS Wealth Management, Jackson will work alongside client adviser Kaleem Mohammed, who is responsible for covering the East Midlands region.

Jackson previously also served as investment planning manager at NatWest as well as ran a family office for an UHNW family.

UBS Wealth Management regional head for Midlands Phillip Wood said: “Although when people think of business in the Midlands they traditionally focus on Birmingham, there is an abundance of business activity across the region, beyond the West.

“Andy’s arrival will enable us to bring our offer to more entrepreneurs, business owners and families, as we continue to focus on opportunities outside of the West Midlands.”

The wealth manager also appointed Toni Ward, Tace Jones and Haroon Akbar as assistants in the Birmingham office.

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