UBS wealth management in Scotland

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.

Financial planners work as specialists alongside your client advisor, providing bespoke financial planning advice. A team of planners and administrators support our financial planners, efficiently executing this advice, providing you with excellent client service, and offering access to other UBS resources. These resources can range from investment management to estate planning and corporate finance advice, in addition to specific wealth management products and services.

Sean O'Brien

Prior to working at UBS, Sean started his career at a Transatlantic law firm. He is a Chartered Financial Planner and Fellow of the Personal Finance Society, with over 15 years of industry experience. He provides financial planning advice to high-net-worth individuals, trustees and entrepreneurs and since 2020 has been Head of Financial Planning for UBS in the UK.

Client Account Managers are an integral part of the team, providing you with most of your day-to-day administrative support including payments, transfers and trades.

Gayle Cairncross

Gayle joined UBS in 2004 as the Office Manager before moving on to the role of Client Account Manager She has over 30 years' experience working in various sectors of the financial services industry.

Ann King

Ann joined UBS as a Client Account Manager with 22 years' experience in the industry. She enjoys spending time with friends and family, keeping fit and travelling to hotter climates.

Hannah Cross

Hannah graduated from Queen’s University Belfast having studied English and Modern History. Hannah has most recently worked in retail management with the John Lewis Partnership having previously worked for American Express.

Lewis Lucchesi

Lewis joined UBS in 2019 as a Client Account Manager. He graduated in 2016 from Heriot Watt University with a degree in Accounting and took part in NHS Lothian's first Finance Internship.

Hannah Philip

Hannah joined UBS in 2017 as Executive Assistant and supports the Northern regional team as well as teams based in London. Hannah moved to Edinburgh from London after leaving Nutmeg as Office Manager.