Wealth Management in North East: Contact us

Office address and contact details
Our team in Newcastle

We understand the value of having local knowledge that reaches across the globe. Right here in the heart of Newcastle, our client advisors have backgrounds in investment banking, wealth planning and asset management.

If you have bankable assets in excess of 1m GBP and would like to discuss your situation and wealth management needs with one of our advisors, please get in touch.

UBS Wealth Management Newcastle North East

Our wealth management Newcastle team is the gateway to UBS's global network and is ready to get to know your needs.

UBS Wealth Management
1 City Gate
Newcastle upon Tyne
NE1 4XQ

Opening hours: 9am-5pm

Regional head: Debjani Raffan

Debjani joined UBS in 2005 as Client Advisor. She has worked in the financial services industry for over 15 years in advisory roles and is a Chartered Fellow of the Chartered Institute for Securities and Investment. She is married with 2 children and in her spare time she can be found honing her skills as a baker.

E-mail Debjani

Debjani Raffan, Regional Head, Scotland, UBS

Client advisors

Responsible for looking after your wealth management needs, client advisors help you with your wealth strategy, advise on investment products and assist you in pension planning. They’re also your gateway to further UBS expertise, should you need specialist advice from our mortgage solutions team or help with selling your business, for instance.

Andrew Elliot

Andrew joined the team at UBS in 2013 and has 32 years' industry experience managing the wealth and investments for private clients as well as for pension, trust and charity clients. Andrew is a Chartered Fellow of the CISI. He is married with 4 children.

Allister Hogg

Allister Joined UBS in September 2023 as a client Advisor having spent the previous 5 years working as a Wealth Manager at Barclays Wealth, where he worked with private clients on both a discretionary and advisory basis covering personal portfolios, ISAs, pensions and offshore bonds. Prior to Barclays Allister was a professional rugby player for 16 years and is a former Scottish Rugby Internationalist

Gareth Morgans

Having completed A Levels in Psychology, Philosophy and History, Gareth joined UBS in 2018 as part of our award-winning apprenticeship programme. Gareth completed the apprenticeship May 2020 and became a qualified Client Account Manager. Since completion of the apprenticeship programme Gareth has successfully passed his Investment Advice Diploma, including exams on Regulations, Investment Risk and Tax and Securities. Gareth is currently on the Junior Client Advisor programme and has an ambition of becoming a Client Advisor within the next year or so.