Jeremy Dunn

Spear’s Review

Jeremy Dunn is a managing director in UBS’s Global Family and Institutional Wealth (GFIW) team, which manages the wealth of some of the bank’s most sophisticated clients. 

Dunn, who has 25 years of experience in global markets and investment banking, including hedge funds, connects family offices to public and private market investments, financing, asset management and investment banking services. The team is well equipped, he explains, to deal with multi-banked and multi-jurisdictional clients.

‘GFIW is specifically set up to cover family offices,’ he tells Spear’s. ‘[Family offices] are legal entities with staff, and because of that, they require a level of sophistication closer to that of an institutional set-up than a traditional wealth management one.’