Udi Oz has joined UBS out of Zurich as a Senior Relationship Manager for Israel as part of the platform’s commitment towards strengthening their Wealth Management capabilities in the country
Udi has over 28 years of experience in the Israeli market, with his most recent role being Head of Israel for Bank of Singapore, leading the Jewish diaspora Wealth Management Coverage out of Hong Kong and as Deputy Head of Wealth Management at J Safra Sarasin out of Zurich prior to that
Having started his career on the markets side in Israel, he first moved into Wealth Management with Lehman Brothers in 2001 where he was responsible for establishing the bank’s investment services for Israeli private clients out of London. He later worked at Bear Stearns and Morgan Stanley where he was responsible for building trusting relationships with Israeli and UK based family offices, institutions, corporations and Ultra High Net Worth Individuals, providing complex cross product solutions to service not only clients’ personal affairs but also corporate interests
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