Marta Lasheras González
About Marta Lasheras González
Marta Lasheras González serves as an Associate Director and Client Advisor at UBS, where she has worked since 2007. With over 16 years of experience in wealth management, she previously held a position at Credit Suisse and has completed multiple certifications in financial advising.
Work at UBS
Marta Lasheras González has served as Associate Director, Client Advisor at UBS since 2007. She operates primarily in Madrid and its surrounding areas. During her tenure, she has contributed to UBS's national presence in Spain, which encompasses six offices and three territorial teams. Her role involves advising clients on wealth management strategies, leveraging her extensive experience in the financial sector.
Previous Experience at Credit Suisse
Before joining UBS, Marta worked at Credit Suisse from 2001 to 2004 in the Department of Administration and Finance. Her three years at Credit Suisse provided her with foundational experience in financial management and client services, which she later applied in her role at UBS.
Education and Expertise
Marta holds a Licenciatura en Economicas from Universidad Complutense de Madrid, which she completed from 1998 to 2004. She also studied at CWMA, where she achieved the Certificated Wealth Management Advisor designation from 2012 to 2013. Additionally, she has pursued further studies in wealth management, obtaining recertifications from 2016 to 2019 and 2019 to 2022. In 2018, she completed a course to become a financial advisor at the Instituto Español de Analistas Financieros, followed by a certification as a mortgage advisor in 2020.
Achievements in Wealth Management
Marta has been an integral part of UBS Wealth Management's team, contributing to its recognition as the best global private banking manager by awards such as Euromoney. Her efforts have played a significant role in establishing UBS's reputation in the wealth management sector in Spain.
Professional Experience in Wealth Management
With over 16 years of experience in wealth management, Marta has developed a strong expertise in advising clients on financial strategies. Her long-standing career at UBS has enabled her to contribute significantly to the company's enduring presence in the Spanish market.