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.’

Adviser Profile

Jeremy Dunn is a Managing Director and Client Advisor in the Global Family and Institutional Wealth (GFIW) team at UBS in London. GFIW is the firm’s divisional client service offering, which leverages the capabilities of both UBS Global Wealth Management and UBS Investment Bank to address the execution, investment, risk management, financing and banking needs of family offices and their corporate entities as well as entrepreneurs. In this role, he focuses on advising family offices from a wide range of backgrounds including entrepreneurs, real estate, financial markets professionals and institutions. 

Jeremy has over 25 years of experience in the financial services industry, and prior to joining UBS, he was a Managing Director and Client Advisor in Private Banking at Credit Suisse, after having joined the firm in 2009 in Prime Brokerage Sales. Jeremy started his career at Goldman Sachs in London in 1999, where he went on to spend 10 years in their Prime Brokerage team.