Philip Francis, Client Advisor at UBS, has transformed LGBTQ+ inclusion in wealth management by leveraging his visibility to create tangible pathways for others. As an openly gay Client Advisor, he integrates LGBTQ+ family structures into wealth and legacy planning, addressing previously overlooked needs. His leadership spans over 17 years, including roles as Co-Chair Emeritus of InterBank LGBT+ Forum and a member of UBS Pride & Allies UK, where he coordinates impactful workshops fostering authentic conversations. Philip’s influence extends industry-wide through strategic collaboration with over 45 banks and professional services firms. Notably, he hosted InterBank’s inaugural Proud Futures student career insight day, inspiring LGBTQ+ students to pursue financial services authentically. Beyond finance, he serves as a Citizens Advice trustee, advocating for inclusive services that reflect LGBTQ+ community needs. Philip’s career exemplifies how authenticity and professional success can coexist, empowering others to belong, progress, and thrive.
