Xavier Jeans, CFA, is an Associate Director in Investments at UBS Global Wealth Management. They held the position of Investment Analyst at Lonsec from 2020 to 2022, and prior to that, served as a Client Relationship Manager at Shadforth Financial Group Ltd from 2018 to 2020. From 2016 to 2018, they worked in Insolvency and Business Recovery at PKF Melbourne. At UBS, they focus on investment consulting, fund selection, asset allocation, portfolio construction, and investment strategy. Additionally, they are expected to serve as Assistant Vice President - Investment Specialist at Credit Suisse from 2022 to 2024.
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