Natalia Recarte Pacheco
About Natalia Recarte Pacheco
Natalia Recarte Pacheco is a Client Services Manager at UBS Global Asset Management in London, with over a decade of experience in client account management and coordination in the financial services sector.
Current Role at UBS Global Asset Management
Natalia Recarte Pacheco has been serving as a Client Services Manager at UBS Global Asset Management since 2014. In this role, she is responsible for acting as a liaison between clients and various internal departments at UBS. Her primary focus is to ensure that client legal, regulatory, and operational needs are met. She has been instrumental in facilitating communication between portfolio managers and capability managers regarding investment and operational matters.
Previous Experience at J.P. Morgan Asset Management
Before joining UBS, Natalia worked at J.P. Morgan Asset Management as a Client Account Manager from 2010 to 2014. During her four years in this position, she managed client accounts and contributed to the overall client service strategy. Her experience at J.P. Morgan provided her with a solid foundation in client management within the asset management industry.
Background in Financial Services
Natalia has extensive experience in the financial services sector, having held various roles prior to her current position. She worked at HSBC as an Account Manager from 2007 to 2010, and at KAS BANK N.V. as an Account Manager/Relationship Manager from 2003 to 2007. Earlier in her career, she served as a New Business Coordinator at Northern Trust from 1998 to 2000. This diverse background has equipped her with a broad understanding of client services and relationship management.
Education and Qualifications
Natalia studied European Business Management and Administration, achieving a BA (Hons) with a dual degree from the University of Portsmouth and the Chamber of Commerce and Industry in Madrid (EBP). Her educational background has provided her with the necessary skills and knowledge to excel in her roles within the financial services industry.
Client Coordination and Due Diligence
In her role at UBS, Natalia coordinates and facilitates due diligence meetings for institutional clients and their third-party providers. This involves ensuring that all parties are aligned and that client requirements are thoroughly addressed. Her ability to manage these meetings is crucial for maintaining strong client relationships and ensuring compliance with regulatory standards.