Professional Services

UBS Wealth Management

Newcastle office of the Swiss wealth manager, serving high-net-worth individuals, entrepreneurs and families from City Gate.

About UBS Wealth Management

UBS Wealth Management's Newcastle office is at 1 City Gate, close to St James' Park, and is open 9am to 5pm. The team offers wealth strategy, investment products and pension planning, plus bespoke financial planning with access to the wider bank's estate planning, mortgage and corporate finance specialists.

The service is aimed at wealthier clients, including entrepreneurs planning to start, grow, sell or pass on a business, and family offices. The UBS website asks for bankable assets of more than £2 million for a consultation with an adviser.

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