Richard Mahoney

Executive Director - Gwm Uk Integration Lead @UBS

London, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2023 — Present

Executive Director - Gwm Uk Integration Lead @UBS

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London, GB

Co-business lead for the Integration of the CS UK Private Bank into UBS GWM UK, utilising a FSMA Part VII business transfer arrangement. Covering all aspects of programme delivery from client and asset migrations, colleague transfer via TUPE, client and internal communications, product/platform functional readiness, including Legal Entity wind down planning & execution.

EDUCATION

1993 — 1996

The University of Manchester

Bachelor of Arts (Economics), Economics

SKILLS

ManagementOrganizational DesignSales ManagementInvestmentsOperational PlanningCustomer Relationship Management (Crm)Anti Money LaunderingBusiness DevelopmentBusiness PlanningOperations ManagementWealth ManagementStakeholder ManagementTeam LeadershipAsset ManagementBusiness StrategyBusiness Process ImprovementFinancial ServicesFinancial AdvisoryActivity Based ManagementProgram ManagementLeadershipRetail BankingChange ManagementStrategyFinancial PlanningStrategic InfluenceBankingRisk ManagementTeam ManagementCross-Functional Team LeadershipSales ProcessBusiness Relationship ManagementWealth Management ServicesStrategic PlanningBusiness TransformationSales OperationsCommercializationProject ManagementSalesPrivate Banking

ABOUT RICHARD MAHONEY

Experienced Private Wealth professional with over 25 years in leadership roles across Wealth Management, Asset Management, and Private Banking in the UK and internationally; adept in front to back, cross functional collaboration.I’ve led diverse front and back office teams, managed complex operations, integrations and business transformations, and delivered strong commercial outcomes — from overseeing teams of ~200 FTE, managing cost budgets of £25m, and delivering annual revenue targets of ~£100m.I take an authentic, pragmatic, and commercially-minded approach to leadership, with a focus on creating efficiency, driving sustainable growth, and delivering meaningful change. Whether it’s managing day-to-day operations, leading strategic initiatives, or improving risk and governance frameworks, I enjoy bringing clarity and structure to complex challenges.Passionate about building strong teams, delivering results, and navigating evolving business landscapes with confidence and adaptability.

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Richard Mahoney — Executive Director - Gwm Uk Integration Lead at UBS in London, GB | Unifers