Company

UBS

Index

UHNW Wealth Managers

Location

London

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Alice d'Esparbes

Alice d’Esparbes’ experience lies in monitoring issues affecting res non-dom clients in the UK. She joined UBS’s Brussels branch in 2005 as an investment consultant for French entrepreneurs. Today, as director, she advises on financial planning, philanthropy and lending.

Few institutions can rival the bank’s knowledge of UHNWs, says d’Esparbes. ‘UBS has global research capabilities dedicated to private clients,’ she explains. ‘It helps them navigate through uncertain times’.

D’Esparbes sees diversification as an essential strategy to combat volatile markets; her work also includes alternative investments, such as hedge funds and private equity. What’s unique about UBS, she says, is its ability to act like a boutique despite its global size.

Rank: Recommended

Recommended 2022, UHNW Wealth Managers

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