The Financial Intermediaries (FIM) team in Jersey provides dedicated custody, lending and banking services to external asset managers in the UK and the Channel Islands
Why UBS FIM Jersey?
Location Jersey is a leading international finance centre. The island maintains one of the strongest regulatory frameworks, as acknowledged by independent assessments by the OECD, World Bank and IMF.
Strength As the world’s largest wealth manager and one of the best capitalised banks in the industry, UBS has consistently ranked among the world’s top financial institutions and received numerous independent industry accolades in recent years (for details click here).
Global platform You gain access to the breadth of the global FIM offering, allowing you to book clients in multiple jurisdictions (subject to the EAM meeting minimum relationship requirements for individual jurisdictions).
Relationships We do more than just custody, investments and delivering reports; we also create and maintain long-term relationships.
The Jersey FIM team
• Our team is professionally qualified and experienced in managing end-clients directly, so we understand the needs of you and your clients.
• We undertake the role of your middle and back office, reducing your administration burden.
• UBS Jersey has the ultimate combination of an award-winning brand, service offering and dedicated people, to help grow your business.
• With our platform and team based in Jersey, the Jersey FIM team offering is truly offshore.
Core services
• Global custody
• Stock execution – across the world‘s leading exchanges
• Stock settlement (EAM can trade with preferred brokers and offer up settlement to UBS Jersey)
• Lending (no arrangement fee; fixed or variable multi-currency collateral loans; single stock lending available)
• UK mortgages (booked via FIM London)
• FX/hedging
• Research
• Daily MIFID II-compliant reporting
Additional services
In addition to our core offering, you can access many niche services, including:
• Aviation finance
• Commercial real estate lending
• Philanthropic advisory services
Primary contacts
Helen Ollivro (Executive Director), pictured left, is Head of Financial Intermediaries for UK & Jersey. Helen has more than 20 years’ experience in the financial services industry in a client-facing role and joined UBS in 2007. In addition to running the UK & Jersey FIM team, Helen is responsible for business development. Helen is a Chartered Wealth Manager and has completed the CISI Private Client Investment Advice & Management (Level 6) paper, in addition to the Investment Advice Certificate (IAC).
Emma Gouyette (Associate Director) is a Chartered Fellow of the CISI with 20 years’ experience in financial services. Her role at UBS is to act as a Client Advisor on the FIM team developing and servicing relationships with external asset managers who have an offshore requirement. Emma has extensive experience in wealth management and has a proven track record in managing relationships with high-net-worth private clients and intermediaries. Emma has attained the CISI Private Client Investment Advice Certificate (Level 6), in addition to the Investment Advice Certificate (IAC).
Find out more
For more information about UBS Global Financial Intermediaries Jersey please contact:
Helen Ollivro, Executive Director
helen.ollivro@ubs.com
+44 (0)1534 701031
www.ubs.com/jersey
UBS AG, Jersey Branch is authorised and regulated by the Jersey Financial Services Commission for the conduct of banking, funds and investment business. © UBS 2020. All rights reserved.
• This advertising feature was first published in the Digital Edition of Businesslife in December 2020