Charlotte Copping
About Charlotte Copping
Charlotte Copping is a Client Advisor Assistant at UBS Wealth Management, where she has worked since 2014, focusing on investment strategy implementation for private client accounts. She has a background in Business Development and Operations from her previous role at Coutts and holds A Levels in P.E, Psychology, and English.
Work at UBS
Charlotte Copping has been employed at UBS Wealth Management as a Client Advisor Assistant since 2014. In this role, she focuses on investment strategy implementation while managing private client accounts. Her responsibilities include executing client orders related to hedge fund and private equity investments. Over her tenure at UBS, she has developed strong relationships with clients and colleagues, enhancing trust and understanding in her work.
Previous Experience at Coutts
Before joining UBS, Charlotte Copping worked at Coutts from 2007 to 2010 in London, United Kingdom. During her three years there, she held a position in Business Development. Her experience at Coutts provided her with a solid foundation in Operations and Private Banking, which complements her current focus on client advisory services.
Education and Expertise
Charlotte Copping studied at Palmers College from 2003 to 2005, where she achieved A Levels in Physical Education, Psychology, and English. Prior to that, she attended Gable Hall from 1998 to 2003, earning 10 GCSEs with grades ranging from A to B. Her educational background supports her expertise in client management and investment strategies.
Client Relationship Development
In her professional roles, Charlotte Copping has emphasized the importance of developing strong relationships with clients and colleagues. This focus on relationship-building has been instrumental in enhancing trust and understanding, which are critical components of effective client advisory services.
Investment Strategy Implementation
Charlotte Copping specializes in investment strategy implementation as part of her role at UBS. Her extensive experience includes executing client orders involving hedge fund and private equity investments, which requires a thorough understanding of market dynamics and client needs.