Company
Position
Managing director
Index
UHNW Wealth Managers
Location
London
Advice type
Cross-border
Investment strategy
Next generation
Succession planning
Wealth management
Client type
High-growth entrepreneurs
Non-domiciles
UHNW families
Sector Focus
Financial Services
Wealth Management & Private Banking
Ashley Coombes
Spear's Review
Ashley Coombes, managing director within UBS’s UHNW team, has just under two decades of experience managing the wealth of key clients at the bank.
Coombes’ clients are typically UK residents, but in recent years she has carved a niche by serving US expats living in the UK. This requires an understanding of the complex tax laws of both jurisdictions, and in this regard, clients benefit from UBS’s global network: ‘We work very closely with our professional counterparts, especially in the US,’ she notes.
She also has significant experience navigating family dynamics and multigenerational wealth transfers, and understands the importance of involving the entire family in wealth planning: ‘We’re always thinking about next-gens and how to support them, ’ she tells Spear’s. ‘I try to build family discussions organically and over time.’
Rank: Top Recommended

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