Paula Whitaker is a Principal at G5 Partners, where she focuses on advising ultra-high-net-worth individuals and families, as well as developing long-term client relationships within the Multi-Family Office business. With over 14 years of experience in Wealth Management, she has built a strong track record at UBS Brazil and UBS Switzerland, advising families and investors on investment solutions, strategic asset allocation, wealth planning and succession planning, with an integrated perspective across both onshore and offshore markets. Paula holds a Bachelor of Science with Honors (BSc Hons) in International Management from the University of Bath and is a Certified Financial Planner (CFP®️).
