I am a non-Executive Director with 26 years’ experience in the financial services industry where I held senior positions in the investment bank, wealth management and asset management divisions of UBS AG. I have served as Director to a number of Irish authorised fund structures and an Irish UCITS management company. Prior to my position at UBS, I worked for West Merchant Bank.My previous executive roles at UBS Investment Bank include leading the global structured funds business and trading on the alternative investment strategies structured products desk. At UBS Wealth Management, I worked within the Investment, Product and Services (IPS) area in Zurich, leading teams for the advisory business globally. At UBS Asset Management in Zurich, I established and led a white-label financial technology offering called UBS Partner developed for third party Banks.I hold a BSc Finance from University College Cork and I am a passed finalist of Chartered Institute of Management Accountants (CIMA).
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Non Executive DirectorNon Executive Director Nov 2020 - PresentDublinCurrently acting as non-Executive Director to a number of Central Bank of Ireland authorised fund structures. -
Managing DirectorUbs Nov 1997 - Aug 2019London, Dublin, ZurichUBS Asset Management, Zurich; Feb 2016 – Aug 2019Head of UBS Partner, a white-label investment advisory technology platform developed for third party Banks to help align end-client portfolios to investment risk profile, target asset allocation & investment goals.UBS Wealth Management, Zurich; Aug 2011 – Feb 2016Worked within the Investment, Product and Services (IPS) area, leading teams for the Advisory business globally.UBS Investment Bank, London and Dublin; Nov 1997– Aug 2011Worked within the Equity Derivatives area including roles in Trading, Structured Funds, Structuring and Operations. -
AnalystWest Merchant Bank Sep 1996 - Nov 1997LondonPerformed various roles within cash management and payments areas.
Tom Stokes Education Details
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Chartered Institute Of Management Accountants (Cima)Passed Finalist
Frequently Asked Questions about Tom Stokes
What company does Tom Stokes work for?
Tom Stokes works for Non Executive Director
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Tom Stokes's current role is Non Executive Director.
What schools did Tom Stokes attend?
Tom Stokes attended Chartered Institute Of Management Accountants (Cima), University College Cork.
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