UBS Global Wealth Management has promoted five Client Advisors in the firm’s Jersey office.
William Grant and Lucas Foreman on the Financial Intermediaries (FIM) team, and John Pipon, Stephen Coelho, and Joseph Peacock on the Private Wealth Management (PWM) team.
Client Advisor, William Grant, has been promoted to Director. In his role, he is responsible for the management of existing external Asset Manager relationships in addition to the development and acquisition of new external Asset Manager relationships across the UK and Channel Islands. William joined UBS in 2008 as a Client Advisor and was promoted in January 2012 to Head of the UK Quality Desk, where he led a team specializing in support to UK based clients who have offshore banking needs. His strong client relationships and leadership qualities reflect almost two decades in the finance sector and 15 years at UBS.
Client Advisor, Lucas Foreman, has been promoted to Associate Director. Lucas joined UBS in 2017 and has nearly 10 years’ experience in the financial services industry, having worked in various back, middle and front office roles. His background has given Lucas an in-depth understanding of the front-to-back process, which enables him to have a holistic, solutions-focused approach, putting clients at the heart of everything he does.
“At UBS, we are passionate about supporting the development of all our staff, allowing them to grow and reach their own professional goals,” said Helen Ollivro, Head of Financial Intermediaries UK & Jersey at UBS Global Wealth Management. “The hard work and knowledge that Will and Lucas bring to the FIM team is invaluable and we congratulate them on their well-deserved promotions.”
Client Advisors, John Pipon and Stephen Coelho, have been promoted to Associate Director. John joined UBS in 2015 and Stephen joined UBS in 2017. They both provide wealth management services to ultra-high net worth (“UHNW”) clients and their families who reside in Jersey. Client Advisor, Joseph Peacock, has also been promoted to Associate Director. Joseph joined UBS in 2017 and works to build strong relationships with local external Trustees in Jersey.
“It has been a privilege to see John, Stephen and Joseph work hard in their careers and achieve these professional milestones,” said Michael Clarke, Head of Private Clients Jersey at UBS Global Wealth Management. “Their expertise is highly valued by our team and our clients and we wish them all our warmest congratulations.”
