UBS Global Wealth Management today announced that Andrew Sloan has joined the firm as a Client Advisor in Edinburgh. In his new role, Andrew will create bespoke, holistic wealth management solutions for business owner and entrepreneur clients. His hire reinforces UBS’s commitment to providing locally informed, personalized advice to clients in the UK and Channel Islands, backed by the scale and expertise of the firm’s global footprint.
With more than two decades in the financial services industry, Andrew brings extensive experience in leading relationships with entrepreneurs, business owners, and family businesses to help them manage their wealth effectively. He joins UBS from RBC Brewin Dolphin, where for the past seven years he specialised in supporting entrepreneurial clients across Scotland. Prior to this, he spent 11 years with the Bank of Scotland, where he developed and led relationships with mid-market corporate firms and family businesses, alongside roles in corporate business development and within specialist teams.
“On behalf of UBS, I’m excited to welcome Andrew to the firm”, said Debjani Raffan, Head Scotland and the North East at UBS Global Wealth Management. “His appointment is another step forward as we aim to grow our business here in Scotland, where wealth management advice will become increasingly critical as we head towards the Great Wealth Transfer. Andrew’s proven ability to support business owners, entrepreneurs and families, makes him a great fit for the team and I’m confident that he will play a key role in our ambition to be a wealth manager of choice in this diverse and important market.”
Andrew has a Bachelor of Commerce (Hons) degree in Business Studies and Accounting from the University of Edinburgh. Professionally, he holds the Chartered Wealth Manager and is a Chartered Member of the Institute for Securities & Investment (CISI). Andrew is also a Fellow of the Association of Chartered Certified Accountants (ACCA), holds the Investment Management Certificate, and has a CISI Diploma in Capital Markets.
“UBS has a long-standing presence in Scotland, backed by the network, expertise, and reputation of a major global firm”, said Andrew. “I’m looking forward to bringing my experience across the sector and in Scotland specifically, to help clients achieve their wealth management ambitions.”
