William Preston Email
Director, Lead Analyst - Trade Surveillance (Asset Management) @ UBS Group AG
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William Preston Location
- Glasgow, GB
William Preston Work
- Director, Lead Analyst - Trade Surveillance (Asset Management) @ (September 2021 - Present)
- Associate Director - Trade Surveillance (Asset Management) @ (September 2021 - March 2024)
- Compliance Manager - Investment @ (March 2019 - September 2021)
- Dealing Manager @ Alliance Trust Savings (July 2017 - March 2019)
- Head of Dealing @ Alliance Trust Investments (July 2011 - March 2017)
- Sales Trader @ (September 2008 - May 2011)
- Equity Sales Trader @ Altium Securities (March 2004 - August 2008)
- Senior Pan-European Equity Dealer @ Abbey National Asset Managers (June 2003 - March 2004)
- Senior Dealer @ (August 2000 - March 2003)
- Equity Dealer @ Murray Johnstone (October 1998 - August 2000)
- Equity Dealer @ Edinburgh Fund Managers (September 1997 - October 1998)
- Equity Dealer and Investment Administrator @ Scottish Amicable Investment Managers (September 1991 - August 1997)
William Preston Education
- Thomas Muir High School 1988-1991
- Allan Glens School 1985-1987
William Preston Skills
- Equities
- Equity Trading
- Trading
- Investments
- Investment Banking
- Bloomberg
- Electronic Trading
- Investment Management
- Asset Management
- Derivatives
- Trading Systems
- Fidessa
- Mutual Funds
- Financial Markets
- Fixed Income
- Buy side dealing
- Client Relationship Management
- Shares
- Small Cap
- Charles River IMS
- Investment Sales
- Settlement
- Stock Market
- Stock Trading
- Equity Sales
- Manage Client Relationships
- Strengthening Client Relationships
- CF30
- CRM
- Sales Trading
- IMC
- Securities Institute Certificate in Securities
- IAQ
- MiFID
- Financial Regulation
- Bonds
- Counterparty Management
- Capital Markets
- Tradeweb
- Strategic Planning
- Sales Management
- Microsoft Office
- Microsoft Excel
- Broker Liaison
- Management
- Account Management
- Compliance Monitoring
- Compliance Testing
- Best Execution
- Executive Level Management
- Coaching and Mentoring
- Line Management
- Transactzar
- Investment Administration
- Market Abuse Regulations
- Trade Compliance
- Dealing
William Preston Summary
- William Preston, based in Glasgow, GB, is currently a Director, Lead Analyst - Trade Surveillance (Asset Management) at UBS. William Preston brings experience from previous roles at UBS, Aegon Asset Management, Alliance Trust Savings and Alliance Trust Investments. William Preston holds a 1988 - 1991 Thomas Muir High School. With a robust skill set that includes Equities, Equity Trading, Trading, Investments, Investment Banking and more. William Preston has 3 emails on RocketReach.
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