Sustainable investing: Our sustainable investing portfolio makes it easy to get started. Prior to becoming involved in Wealth Management, Neil spent 25 years in Health Care as a CFO, COO, and CEO. He has 28 years' industry experience having led investment management teams under the Old Mutual then Barclays Wealth ownership of Gerrard Investment Management. VAULT was built and based upon: Valued Advice and Understanding and Lifetime Trust. We have extensive experience working with owners, potential buyers and their families from the initial stages of assessing ownership to evaluating timing and obtaining financing. AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, RI, TN, TX, VA, WA, WI, Senior Vice President - Wealth Management Andrew’s a Chartered Fellow of the CISI. After graduating with an MA Hons (first class) in Economics and Finance, he moved to London initially for C. Hoare & Co. before joining UBS as a specialist charity client advisor in 2016. Scott has been with UBS for over ten years, having started as an intern while in college. Jaime enjoys sports, science, history and numismatics. Richard earned his B.S. We have a strong global presence, including 18 booking centers and offices in over 40 countries, and a highly attractive franchise in all client segments. Sommer spends her weekends with her husband, son, and large extended family. Given the many factors that can affect the smooth and successful sale or acquisition of a business, we encourage clients to work with us well ahead of the event. With clients in various sectors ranging from environment to art, we understand that your investment needs are less like those of an institution and more like a private client. In 2019, Graeme decided to move back to Edinburgh and shift focus to private clients. 712-281-3080 - Council Bluffs 515-664-4303 - Des Moines Serving Des Moines, IA, Council Bluffs, IA, & Surrounding Areas Our passion for providing advice that changes people’s lives for the better and empowers institutions to achieve their mission makes every day meaningful. Tom has worked in the City for 15 years, initially as a private practice lawyer before moving to UBS in 2013. El Gamma Penumbra Tagalog, We are processing your information. We are processing your information. Please do not close this window while your information is being processed. Jaime has more than 28 years of financial services experience. Financial Advisor All rights reserved. It's this diversity of views that helps us to find new ways of managing wealth and achieving excellence in client service. Miranda Richards Head of Charities Team at UBS Wealth Management, Experienced Charity Trustee and Board member He earned a B.S. Registered States: There are 30+ professionals named "Miranda Richards", who use LinkedIn to exchange information, ideas, and opportunities. View the profiles of professionals named "Miranda Richards" on LinkedIn. The price and value of investments and income derived from them can go down as well as up. Wealth AdvisorCorporate Stock Benefit Consultant Jaime uses his knowledge to assist clients with their wealth management needs. The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Furthermore, Jaime specializes in designing investment solutions that attempt to enhance returns while minimizing risk; managing risk is an important component of his investment philosophy. Together, we can help you achieve your charitable goals. Scott holds the title of Corporate Stock Benefit Consultant and completed the UBS Wealth Management Education program and was honored to be a member of the UBS Financial Advisors Leaders' Forum in 2012. Rebecca Imdb, Furthermore, Jaime has also been awarded the Certified Financial Planner™ (CFP®) and Chartered Mutual Fund Counselor™ (CMFC®) designations. He’s a sustainable investing specialist for the region. Wherever you are based, you will work alongside people from different backgrounds in an inclusive atmosphere of mutual respect and support. Andrew graduated from Northumbria University with a degree in Estate Management before joining Gerrard Vivian Gray in London. You can find more information under the Privacy Statement. Registered States: To that end, we can help you: Although we offer the talent and resources of a large, global firm, our relationships and our personal attention to detail and efficiency are hallmarks of a small boutique. The Family Business Bet Season 3 Release Date, For over 25 years, Richard has effectively helped manage his clients’ financial futures. While you’re busy making the world a better place, we’ll take care of your investment needs. Borrowing: Use the assets in your portfolio as collateral and have a flexible source of liquidity. See the complete profile on LinkedIn and discover Miranda’s connections and jobs at similar companies. En 1998, elle joue le double rôle de la Reine Mab et de la Dame du Lac dans la mini-série américaine Merlin. Registered States: You will combine your understanding of clients’ needs with our worldwide resources to create solutions that help our clients reach their financial goals and are suitable to their circumstances – contributing both to their and your success. UBS assumes no responsibility for any loss or damage resulting from the use of e-mails. An Edinburgh University alumni, Graeme grew up in Glasgow. 480-443-5482, Online Services (US Client Account Access). © UBS 1998 - 2020. More branches and offices in Asia Pacific, More branches and offices in Middle East Africa, More branches and offices in Latin America, UBS E-banking and online services Switzerland, Business Management, Administration and Support. Cherokee Word For Spirit Warrior, Miranda Richards Head of Charities Team at UBS Wealth Management, Experienced Charity Trustee and Board member . She graduated from the University of Bath with First Class Honours reading Natural Sciences, and she majored in Environmental Studies. AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MO, NC, NJ, NM, NV, NY, OR, PA, RI, TN, TX, VA, VT, WA, WI, Wealth Strategy Associate A key focus for many of our clients includes a thoughtful asset protection strategy and financial plan to help ensure those assets are preserved in a tax efficient manner and transferred to future generations according to our clients' wishes. Because we are wealth managers first and foremost, we view your family interests and business interests as the components of a complete and integrated strategy. 480-922-6056, Registered States: Carefully customised to fit your objectives. We manage GBP 2 billion in charity assets¹, for charities ranging from GBP 1 million in assets up to GBP 200 million and more. Your open mindset and language skills are a competitive advantage when it comes to managing our clients' financial needs. Her areas of focus include operations, client service, and investment management. AK, AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY, Senior Vice President - Wealth Management That’s how we learn what you would like your wealth to accomplish now and over time. Neil joined UBS in 2012 as a Portfolio Manager and Micro Strategist. Via this form UBS does not accept any instructions for business transactions such as the opening of accounts, payment orders, trading orders, revocations of orders or authorizations, blocking of credit cards, changes of address, etc. In today's economy, good financial advice is critical. Senior Portfolio Manager In her free time she also enjoys traveling and cooking. Please enter the phone number without any interspace (e.g. Shin Megami Tensei V Cancelled, View Miranda Richards’ profile on LinkedIn, the world's largest professional community. Robust sustainability screening process, with sustainable and impact investment options across all asset classes. All rights reserved. Richard earned his B.S. Robin is an active supporter of community philanthropic programs and outside the office she enjoys spending time with friends and family. You will combine your understanding of clients’ needs with our worldwide resources to create solutions that help our clients reach their financial goals and are suitable to their circumstances – contributing both to their and your success. Neil and his wife, Mary Beth, live in Scottsdale. The UBS Client Experience is based on a trusting, long-term relationship built on objective advice and customized products and services. They enjoy visiting their grandchildren in Hawaii and California. During his time in the FAA program, Scott worked in the Regional Consulting Center which provided expansive experience in tactical allocation models, financial planning, banking products and managed accounts. Tom is a Certified Green Finance Professional, holds the Investment Advice Diploma and graduated from Trinity College, Cambridge with degree in Geography. This may take up to 10 seconds. Katie has recently joined our charities team. 480-443-5472. As a UBS Endowment and Foundation Consultant, our experience and training provide an ongoing source of insight and collaboration. This may take up to 10 seconds. 480-443-5409. He has run mentoring schemes for schools in the Newham area and is currently involved in volunteering with the Bridge Academy in connection with music and geography field trips. You may not get back the amount originally invested. Registered States: He focuses on enhanced portfolio performance utilizing customized equity portfolios and various option strategies to augment results. Neil is an avid supporter of health care, cancer issues, and animals. An Edinburgh University alumni, Graeme grew up in Glasgow. Have a question about our wealth management offering and services? Earning your trust and that of your team will help us build consensus that ultimately can help us achieve your goals. You can find more information under the Privacy Statement. Stratosphere Careers, Outside of the office Richard enjoys hiking, bike trips with the family and yoga. VAULT Wealth Management Partners delivers highly customized advice to high net worth families and institutional investors for preserving, enhancing, and transferring significant wealth. See the complete profile on LinkedIn and discover Miranda’s connections and jobs at similar companies. Prior to joining UBS, he held positions at Joseph E. Seagram & Sons, General Foods Corporate and Benton & Bowles Advertising Agency. Available in GBP, USD or EUR currencies.