Tim Allan is a Director of UBS Wealth Management (www.ubs.com) based in Edinburgh and London. UBS comprises a unique blend of professionals with backgrounds in wealth management, corporate finance and financial planning which enables them to devise tailor-made solutions for UK clients. UBS Wealth Management is the world’s largest private bank, with over 140 years of investment experience and more than $400 billion of private client invested assets. UBS has approximately 80 locations worldwide serving private banking clients. Tim joined UBS in April 2003 after 5 years with Citigroup Private Bank, both in London and latterly in Edinburgh where he established a Scottish representative office. Before banking Tim served in the Army for 10 years, the last 2 of which were spent working for the Royal Family. Tim is a wealth adviser at UBS and focuses exclusively on individuals – mainly entrepreneurs – and their families. His role is that of Trusted adviser, utilising all the facilities of UBS to serve the interests of his clients after first genuinely understanding the needs and requirements of the principals and their families. Investment management, financial planning and corporate finance all fall within his broad responsibilities. Tim works with some of the most prominent business and public figures in the UK and is a great advocate of entrepreneurial education. He is a Board Member of YES and supporter of Schools Enterprise Scotland. UBS is a corporate sponsor of The Entrepreneurial Exchange.
Michael Urquhart, together with two brothers and a sister, is part of the third generation of the Urquhart family owning and operating Gordon & MacPhail, (wwww.gordonandmacphail.com) the world’s leading malt whisky specialist, based in Elgin, Scotland. Michael’s grandfather, John, joined Gordon & MacPhail as an apprentice within months of the opening in 1895, and his father George joined in 1933, working and then running the company for over 60 years. Michael qualified as a Chartered Accountant in Edinburgh before returning to the family business in 1981 as Finance Director. In 1993 the family realised a long held ambition to own a distillery when they purchased Benromach Distillery in Forres. Following extensive renovation the distillery was reopened in 1998 by HRH The Prince of Wales, and is now fully operational. In the same year Michael also took responsibility for the Export department and has travelled extensively since then visiting customers and participating in trade shows around the world. Michael became a Keeper of the Quaich in 1999 in recognition of services to the Scotch Whisky Industry.
The evening will be chaired by Ken McCracken, director of Family Business Solutions Limited (FBS), (www.familybusinesssolutions.co.uk) a consultancy practice focused exclusively on helping family businesses including enterprising families who want to achieve transgenerational entrepreneurship and wealth acceleration. Ken is also a partner in Wright Johnston & Mackenzie LLP solicitors and head of its Family Business Group. He is member of the Family Firm Institute an international association of family business advisers that aims to increase the knowledge and interdisciplinary skills of family business advisers, educators researchers and consultants.