ETD Client Consulting

How do we support our clients?

A dedicated global team of industry experts with extensive experience across the exchange traded derivatives (ETD) and OTC clearing marketplace. We bring together and deliver key insights across market structure and exchange developments, product trends, technology, operational themes, and regulatory change. We work closely with each client to connect them with tailored product and platform solutions that meet the unique needs of their business, providing strategic thinking and balanced perspectives to help answer those pivotal questions and inform decision-making.

Sharing industry insights

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Our in-house specialists bring together and deliver the key insights across new exchange and clearing house developments, technology innovation, and key regulatory changes that affect a client’s ETD decision making. Making sure our clients are in the know and can focus on what matters.

Tailoring solutions

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The needs of our clients vary, but our focus is constant – to connect our clients with the products and markets that matter most to them. We bring the knowledge and experience to shape the right solutions for our clients, today and for the future.

Connecting globally

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Our connected global network means that we can help clients engage with local markets on a global basis, providing timely and personalised access to the information, solutions and expertise needed.

Latest insights

Quarterly updates

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      Quarterly Update: Now Live

      Every quarter, our in-house specialists share key insights that affect your ETD decision making. Covering everything you need to know, from new exchange and clearing house developments, to technology innovation, to the key regulatory changes.

      Making sure you’re always in the know and can focus on what matters.

      Find out more

      Events

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      Meet the Team

      Our team members have a wealth of industry experience across a range of backgrounds and disciplines, including Operations, Product Development, Technology Innovation, Data Analytics, Regulatory Change and Sales.

      Helen Hartwell

      Helen Hartwell

      Helen leads UBS’ ETD Client Consulting team globally from London, delivering specialist ETD content and solutions for clients.

      Helen has worked in the ETD industry with UBS since 2007, with experience spanning Product, Regulatory Change, Operations and Technology. Helen holds a Physics degree from Oxford University and a postgraduate degree in Data Science from Exeter University.

      Stafani Wan

      Stafani Wan

      Stafani covers Client Consulting activities in the APAC region from Hong Kong.

      Stafani has held roles across ETD and OTC Clearing, with experience in product development and business management roles in Singapore and Hong Kong. Stafani holds a degree in Business Management with a concentration in Finance and Accounting from Boston University.

      Melody Chan

      Melody Chan

      Melody covers Client Consulting activities in the APAC region from Hong Kong.

      Melody has joined the team as an off-cycle intern. Melody is currently pursuing a degree in Economics and Finance at Tsinghua University in Beijing, during which she studied abroad at Copenhagen Business School in Denmark.

      Robert Mawby

      Robert Mawby

      Rob covers Client Consulting activities in the EMEA region from London. Rob has significant industry experience across ETD & OTC Clearing and broader Prime Services, as well as experience in front-to-back Business Change gained in both investment bank and management consulting roles. Rob holds a degree in Management and Finance from the University of Leicester. 

      Ross Thursby

      Ross Thursby

      Ross covers Client Consulting activities from London. With over 10 years of financial services experience at UBS and the Bank of England, Ross’ career has encompassed Sales, Business Management, ETD Operations and Regulatory Supervision. Ross specialises in making data more insightful and impactful for our clients, as well as connecting our clearing platform capability enhancements with client needs. Ross holds an Economics degree from UCL and has recently completed an apprenticeship program in Data Analytics.

      Charles Perry

      Charles Perry

      Charlie covers Client Consulting activities in the EMEA region from London. Charlie completed the UBS Global Markets Graduate Talent Program with specific experience in ETD and Prime Services. Charlie holds a degree in Spanish and French from the University of Leeds, during which he studied abroad at the University of León, Spain and University of Montréal, Canada.

      Janvi Kotecha

      Janvi Kotecha

      Janvi covers Client Consulting activities in the EMEA region from London. Janvi is a part of the UBS Global Markets Graduate Talent Program and holds a degree in Economics from University College London.

      Bryanne Radlof

      Bryanne Radlof 

      Bryanne covers Client Consulting activities in the AMER region from New York. Bryanne has worked within the ETD Industry for 15 years, with experience spanning Exchange-side Product and Sales to FCM Clearing Operations, Transition, Client Service and Clearing Product. Bryanne holds a degree in Business Administration in Marketing and Finance, as well as a Master of Business Administration from the College of William and Mary.