Rafael Gross

Co-Head of GWM Brazil Platform at UBS @ UBS

About

As Co-Head of GWM Brazil Platform at UBS, I run client coverage activities as well as managed closely the commercial team in Brazil Onshore and Brazil Offshore. With more than 20 years of experience in the financial market, I take very seriously the challenge of keeping clients at the center of everything we do at UBS, leading our teams to always strive for a high level of experience and delivery of products and services, seizing the opportunities that each customer presents to us. Within the Wealth Management and Investment Bank universe, I have also gained experience over the years in trading solutions, as well as working with asset allocation, funds of funds, fixed income, structured instruments, besides equity and derivatives throughout my career at other financial institutions. Find more about our success stories by following me and the UBS profiles on LinkedIn and by accessing our website at ubs.com. https://www.ubs.com/global/en/legal/social-legal.html

Country

Brazil

City

São Paulo

Industry

Banking

Skill

Derivatives, Equities, Fixed Income, Private Banking, Portfolio Management, Derivatives Trading, Asset Allocation, Customer Relationship Management (CRM), Hedging, Securities

Experience

Co-Head of GWM Brazil Platform at UBS

UBS

2024-7 - Present · 2 yrs 3 mos

Brazil

Head of Private Banking Brazil

UBS

2023-9 - 2024-7 · 11 mos

São Paulo, Brazil

Head of Brazil Client Coverage

Credit Suisse

2022-1 - 2023-9 · 1 yr 9 mos

Head of Brazil Onshore Clients

Credit Suisse

2020-1 - 2021-1 · 1 yr 1 mo

Head of Transactions Onshore

Credit Suisse

2011 - 2020 · 9 yrs

Sao Paulo

- Led a team of professionals who provide trading and hedging advisory for HNW and UHNW clients, regarding onshore equities, fixed income, currencies and derivatives - Responsible for equities, FX, fixed income and derivatives trading & solutions in the PB Securities Desk (since 2011) - Supervisory and control of regulatory exposures, limits and regulations - Member of Asset Allocation, Products, Credit and Pricing committees

Investor

J.P. Morgan

2007-1 - 2011-1 · 4 yrs 1 mo

- Investor for HNW and UHNW clients. Responsible for onshore asset allocation, funds of funds, fixed income and structured produtcs (currency, equities and fixed income and derivatives) - Member of the Strategic Asset Allocation, Portfolio Construction and Client Management committees