Adrian Jones

Spear’s Review

Adrian Jones, managing director at UBS, oversees a team of client advisers with £5.1 billion in assets under management.

His discerning client base is mainly successful entrepreneurs and high-profile media or sports personalities. These individuals make large amounts of money in a short period and need specialist support to invest and preserve their wealth. ‘I’ve got a lot of experience helping people understand what the wealth landscape looks like,’ Jones tells Spear’s. 

Before joining UBS in 2018, he spent three decades at Coutts, where he carried out roles in the commercial and, later, private banking teams. His most important learning? ‘Lead with advice,’ Jones says. ‘I attempt to work in partnership with clients and fully understand what’s important to them; that’s how I am able to work out how best to support them.’

Adviser Profile

Adrian Jones is a Managing Director and Senior Client Advisor in the ultra-high-net-worth (UHNW) team at UBS Global Wealth Management in London. In this role, Adrian advises a select group of high-value clients on wealth and succession planning. He is passionate about using UBS’s ‘three L’ strategy: liquidity, longevity and legacy, which he believes addresses the most critical and emotive aspects of wealth planning. 

Through this approach, Adrian has successfully guided numerous UHNW families in transferring wealth across generations and implementing effective philanthropic strategies.

Before joining UBS, Adrian dedicated 30 years to Coutts, where he most recently served as the head of their international business, overseeing operations in Europe and the Americas. 

Throughout his tenure at Coutts, Adrian provided expert advice to many high-profile and successful entrepreneurial clients in the Sports & Entertainment, Private Office and Coutts Crown Dependencies businesses in Jersey. He is also a Chartered Fellow of the Institute for Securities & Investment.