UBS restructures retail to improve IFA targeting

The reorganisation of the UK retail sales team will see John Shepherd promoted to the new role of head of UK discretionary and intermediaries, which will include responsibility for UBS Global Asset Management’s relationship with the high net worth individual and “core affluent” client segments of UBS Wealth Management. In addition, Warren Tonkinson, currently head of UK strategic alliances, will take on the responsibility for building up the firm’s presence in the wider IFA community and in the ‘nationals and networks’ channel. UBS says the appointments and restructuring will “help capt...