Wealth Management in Scotland: Contact us

We understand the value of having local knowledge that reaches across the globe. Right here in the heart of Edinburgh, 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 office in Edinburgh

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

UBS Wealth Management
1 St Andrew Square
Edinburgh
EH2 2BD

Opening hours: 9am-5pm

The team in Scotland – in the heart of Edinburgh

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.

Scott Young - Head of Edinburgh office

Scott joined UBS in 2006 and has over 30 years' experience advising wealthy individuals and entrepreneurs in Scotland. He has an MSc in Investment Analysis from Stirling University. He also holds the ASIP and MCIBS designations. Scott is married and has 2 children. He is a keen hill walker and can also be found lamenting the generally poor state of Scottish football from his vantage point in the stands.

Greg Anderson

Greg joined UBS in 2014 as part of the first cohort in our apprenticeship programme before becoming a Client Advisor in 2020. He holds the CISI Private Client Investment and Management Qualification and is a Chartered Member of the Institute for Securities & Investment. In his spare time, Greg enjoys socialising and can regularly be found on Aberdour Golf course.

Stewart Shaw

Stewart joined UBS with over 9 years’ experience in the Wealth Management industry working in Hong Kong, London and Dubai. Prior to joining he previously worked at both Barclays and Deutsche Bank. He studied Economics and Finance at the University of Aberdeen and is a Chartered member of the Institute for Securities & Investment. Stewart’s weekends are usually spent on the touchline of a rugby pitch or he can be found the golf course.

Tom Gorman

Tom joined UBS in 2021 after returning to his native Edinburgh and has over 17 years' experience in wealth management advisory roles in London and Geneva advising both domestic and international clients. He has a first class honours degree in English Literature & German from the University of Edinburgh, holds of the Certificate in Private Client Investment Advice & Management and is a Chartered Fellow of the Institute for Securities & Investment. Tom's weekends are typically spent chasing after this two young children and following the success - or otherwise - of the Scotland rugby team.

Jack Askew

Jack joined UBS is 2021 with over 12 years’ experience. Prior to joining he worked for HSBC Private Bank and Hargreave Hale before it was taken over by Canaccord Genuity Wealth Management. He holds the CISI Private Client Investment Advice and Management qualification and is a Chartered member of the Institute for Securities & Investment. Jack enjoys outdoor activities in the Scottish Borders when away from the office.