Winston Yap
Managing Director - Client Advisor & Team Lead, Uhnw Global Wealth Management @UBS
Signup · Get unlimited contacts
WORK HISTORY
Managing Director - Client Advisor & Team Lead, Uhnw Global Wealth Management @UBS
London, GB
Client Advisor and Team Lead in the UHNW segment at UBS Global Wealth Management in London. My team and I work with a small number of entrepreneurs, hedge fund & private equity principals, and senior executives across the following areas:Cash and Investments Clients benefit from a bespoke service backed by the global network of resources and know-how of the world’s leading wealth manager. Services range from simple cash deposits to highly customisable multi-asset class investment portfolios across all major asset classes with as much, or as little client involvement as desired.Corporate FinanceThe UBS Unified Global Banking team provides M&A advisory, private capital, equity/debt market advice exclusively to UBS Global Wealth Management clients.LendingOur lending solutions include residential and commercial mortgages, lending against investment portfolios, aircraft & yacht finance and bespoke structured lending for concentrated positions and complex holding structures.Wealth planningOur financial and wealth planning teams offer global tax, trust and estate planning solutions including family advisory and succession planning.PhilanthropyOur leading philanthropy service provides advice and practical solutions to help clients achieve their philanthropic ambitions.
EDUCATION
Solihull School
A Levels in, Economics, Mathematics, History and German
The Chartered Institute for Securities & Investment (The CISI)
Level 6 - Private Client Investment Advice and Management
Imperial Business School
Level 7 Diploma in Leadership and Management
University of Warwick
BSc. (Hons.), Economics and Economic History
ABOUT WINSTON YAP
UBS is the leading global wealth manager offering high net worth, ultra high net worth and family office clients a complete range of tailored advice and investment services.Our services range from investment management to estate planning and corporate finance advice, bespoke lending solutions and a comprehensive philanthropy offering. Clients also benefit from our global Investment Bank and Asset Management divisions.I am proud to have received the following industry recognition: Financial News 2026 Rising Stars of European Finance Top Recommended UHNW Wealth Manager in the 2025 Spear\'s Magazine Wealth Management Indexhttps://spears500.com/adviser/24288/winston-yap Nominated for the Future Leader in Private Client award at the Spear’s 2022 Awardshttps://spearswms.com/awards-events/2022-spears-awards-shortlists/ Private Asset Manager (PAM) Insight\'s 2019 Top 40 Under 40 rising stars in UK private in touch if you\'d like to hear more: UBS content that is shared by this employee is provided for current, informational purposes only and is not intended as a recommendation, an offer, or a solicitation of an offer, to buy or sell any investment or other specific product. UBS does not provide tax advice and UBS staff will never ask you for financial information via LinkedIn private messaging. This employee’s post and comments may be monitored and retained by UBS. For more information on UBS social media legal policy, go to ubs.com/social-legal**
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.