Charlie Jenkins

Charlie Jenkins has served as Executive Director at UBS Wealth Management since July 2005, focusing on pre-sale and post-sale planning, secured lending, tax-efficient investing, investment strategy, estate and succession planning, and philanthropy. Prior to this role, Charlie held the position of Executive Director at UBS Investment Bank from October 1996 to April 2005, where expertise in corporate finance and strategic advice was provided to publicly quoted companies, including managing IPOs and other corporate transactions. Charlie holds a degree in History from the University of Cambridge and is a Chartered Wealth Manager from The Chartered Institute for Securities & Investment (The CISI).