Shelley is Head of Wealth Planning, Europe, Middle East and Africa, at UBS. She is also Deputy Head of Investment Platforms & Solutions (IPS), UK & Jersey. She has held a number of senior roles in IPS, including Head of Sales Facilitation, Head of Corporate Employee Financial Services (CEFS) and Chief of Staff.
Shelley’s career in general management and governance has spanned various industries: oil and gas, broadcast media, fast-moving consumer goods and telecoms. Before joining UBS in 2006, she ran her own company providing advice on employee share plans. She is a professionally qualified Chartered Secretary and Fellow of the Institute of Chartered Secretaries and Administrators. She also holds the Investment Management Certificate and has an Executive MBA from Cass Business School, City University of London.