UBS Wealth Management in the North West

Jane Booth - Head of the Manchester office

Jane has been a Client Advisor in the Global Wealth Management division for seven years and is the North West Head. Jane specialises in crafting bespoke investment plans for each client, managing lifetime wealth, and multi-generational planning. She finds particular joy in building strong, enduring relationships with some of the North of England’s most successful entrepreneurs and their families.

Jane is passionate about improving financial confidence, especially with female clients and the next generation. She also interested in entrepreneurship, investing sustainably, impactful charitable giving and succession planning.

Hailing from Bolton, her educational journey began with a BSc (Hons) in Geography from the University of Exeter before attaining a law degree and professional qualifications at the College of Law in Manchester. In Jane’s early career she practiced as a solicitor providing expert advice on family law matters for wealthy families at two national law firms. Her fascination with investments and financial planning during her legal tenure paved the way to her career in wealth management.

In her spare time Jane is a dedicated yoga instructor with experience in teaching sailing and skiing too. Living in Manchester, she enjoys staying active through activities including running and cycling.

Ellie Edwards

Ellie Edwards has been a dedicated Client Adviser at UBS Global Wealth Management for five years, but she has spent over a decade within the UBS family. Ellie previously held positions involving asset transfers and project management, and she was involved in the UBS SmartWealth project, one of the first Robo-Advisers to market.

Ellie’s investment background, technical knowledge and strong relationship management skills provided her with the foundation and confidence to enter a career in wealth management. At the age of 17, Ellie started working at Investec Asset Management and later pursued a series of professional qualifications including the Investment Management Certificate, Investment Advice Diploma, and Private Client Investment Advice & Management.

Ellie’s career has taken her around the globe with roles at BNY Mellon in both London and Melbourne, Australia. Originally from London, Ellie has been established in Manchester for the past six years. Ellie’s remarkable journey and commitment to client services makes her an invaluable asset to UBS and a reliable partner for individuals seeking expert guidance in wealth management.

Beyond her professional pursuits, Ellie maintains a love for wellbeing and exploration. Regular boxing and gym sessions are her staples, and she aspires to explore new horizons and tick off destinations on her bucket list.

James Bradshaw

James has spent five years in the Client Account Manager role. James studied Applied Finance with University of Exeter as part of the UBS degree apprenticeship programme

Prior to joining the Manchester team, James was based in the UBS Leeds office. James also completed a year of work experience at an IFA whilst doing his A-Levels. Business Studies was James’s favourite subject at school and he enjoys working with entrepreneurial clients. James also won a national investing competition whilst at school and won a trip to New York including a tour of the New York Stock Exchange, which drew him to a career in finance. James has an interest in behavioural finance following his CFA Level I studies and in private markets. Outside of work, James enjoys running, cooking, music, football, science and technology documentaries