Company
Position
Executive director
Index
UHNW Wealth Managers
Location
London
Advice type
Estate and succession planning
Investment strategy
Wealth management
Client type
UHNW
UHNW families
Sector Focus
Financial Services
Wealth Management & Private Banking
Nathalie Woolcock
Spear’s Review
An executive director and client adviser at UBS, Nathalie Woolcock joined the Swiss banking group at the end of 2022. With a long history of helping UHNWs, her team is well placed within the bank to offer both wealth planning and investment advice.
She started her career as a trustee at CISA Trust Company SA in 2005, before becoming a stockbroker at Brewin Dolphin (then known as Bell Lawrie). In 2008, she began a 14-year tenure at HSBC Global Private Banking. She served as associate director before quickly climbing up the ranks and being promoted to director. Woolcock held the directorial position for almost five years before leaving for UBS.
She holds a history degree from the University of Edinburgh and is fluent in English, French, Portuguese and Spanish.
Adviser Profile
Nathalie Woolcock is an Executive Director and Client Advisor at UBS Global Wealth Management in London, where she works with international clients in the UK from Latin America and Europe. She joined the firm in 2022 after spending over 14 years in HSBC’s Global Private Banking business as a Relationship Manager.
Nathalie has almost 20 years of experience in the financial services industry and started her career in 2005 as a Trustee at CISA Trust Company S.A., before moving to Brewin Dolphin (formerly known as Bell Lawrie) as a Stockbroker.
Nathalie has a history degree from the University of Edinburgh and is fluent in English, Spanish, Portuguese and French. She holds the Chartered Institute for Securities & Investment (CISI) designation and is also STEP qualified.
Rank: Top Recommended

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Phone
+44(0)20 7901 5642
Address
5 Broadgate, London, EC2M 2QS, United Kingdom
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