Richard Wood
About Richard Wood
Richard Wood is a Director at UBS in Leeds, United Kingdom, where he has worked since 2018. He has extensive experience in wealth management, having previously held positions at Barclays Wealth Management and Investec Asset Management.
Work at UBS
Richard Wood has been serving as a Director at UBS since 2018. He operates from the Leeds office in the United Kingdom. In this role, he provides a wide range of services tailored for professional service firms, financial intermediaries, and charities. His focus includes advising high net worth individuals, leveraging his extensive experience in wealth management.
Previous Experience at Barclays Wealth Management
Before joining UBS, Richard Wood worked at Barclays Wealth Management for 11 years, from 2007 to 2018. He held the position of Private Banker, Vice President, where he was part of a team of seven bankers specializing in advising high net worth individuals across Yorkshire. His earlier role at Barclays included serving as a Portfolio Manager from 2007 to 2010.
Experience at Investec Asset Management
Richard Wood was employed at Investec Asset Management as an Associate Investment Director from 2000 to 2007. During this seven-year tenure, he gained valuable experience in investment management, contributing to his expertise in wealth management and client advisory services.
Education and Expertise
Richard Wood studied at Durham University from 1996 to 1999, earning a BSc Hons in Chemistry with Pure & Applied Mathematics. Prior to that, he completed his A Levels in Mathematics, Physics, and Chemistry at Greenhead College from 1993 to 1995. His educational background supports his analytical skills in financial management.
Background
Richard Wood has extensive experience managing the wealth of individuals, families, entrepreneurs, and executives. His career spans over two decades in the financial services industry, with a strong focus on high net worth client advisory and wealth management strategies.