UBS duo succeed in private client exams

Friday 10 October 2014

Two UBS client advisors have passed the certificate in private client investment advice and management so that the entire UBS wealth management client advisory team is now above industry standard in terms of qualifications.

Toby Herold-Howes, who has worked at UBS for five years, beginning his career with the company in UBS Trustees before moving into wealth management, passed the exams with merit.

Carlos Teles, who has been with UBS wealth management for a total of nine years, excelled in the private client investment advice and management (PCIAM) exams by passing with distinction.

The Managing Director at UBS Wealth Management, Jonathon Ferrara, said: “Carlos and Toby have worked extremely hard to balance the demands of the PCIAM exams with their daily work liaising with and delivering for UBS clients. I’m delighted that they’ve been rewarded by receiving a merit and a distinction. Their achievements mirror those of the whole client advisory team at UBS in Jersey where we continue to maintain a major focus on our local private client and trust company business. Our team’s enhanced qualifications will enable us to continue our growth in these areas.”