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Jeffrey Bloom
Senior Relationship Manager at UBS Global Wealth Management


Jeff Bloom is originally from New York City and currently resides in London. He graduated from Penn State University with a degree in Finance.

Jeff is currently a Senior Relationship Manager on the Global Partnerships Team at UBS, a group that focuses on relationship management for external partner firms across Global Wealth Management. He recently moved to the UK to focus on covering UBS relationships for the EMEA business and first joined UBS on the WM US Investment Advisory Team in 2011.  Throughout his tenure at UBS, Jeff has spent time across various business areas including Lending, Equity Syndicate, Alternative Investments Due Diligence, and with a Barron's Top 100 Financial Advisor Team. He is a member of the Corporate Leadership Board for Suit Up, an organization that focuses on business education for students around the world

Agenda Sessions

  • How the biggest buyers from the global financial institutions are rethinking strategic partnerships with asset managers in the light of global macro shifts


Speakers at this event