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Lisa Petrelli

Country Head Canada & Head of Global Banking Canada | UBS | Senior institutional finance executive

"Country Head Canada and Head of Global Banking Canada at UBS; former Managing Director of International Equity Trading at UBS; CFA charterholder."

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Biography

Lisa Petrelli is Country Head Canada and Head of Global Banking Canada at UBS, a role she took on in December 2024 to lead the bank's Canadian franchise and its Global Banking business in the country. She is a CFA charterholder and a Managing Director at UBS, with a career that has been rooted in capital markets and institutional client coverage rather than in commodity analysis or mining operations directly.

Before taking the country-head role, Petrelli spent the bulk of her career at UBS in trading-focused leadership. She served as Managing Director and Head of International Equity Trading at UBS, with responsibility for the firm's equity-trading franchise across non-US markets. That background places her among the senior capital-markets operators in the Canadian institutional finance community, and her move into running UBS's full Canadian operation signals the firm's intent to deepen its coverage of Canadian corporates, including the resource sector that dominates Toronto's capital markets.

For a resource investor, Petrelli's relevance is indirect rather than directional. As Head of Global Banking Canada, she oversees the UBS teams that advise on and execute M&A and capital raising for resource companies — the financings, take-privates, and strategic transactions that routinely shape mining stocks. Her prior trading background also means she has lived through multiple commodity cycles from the institutional sell side. She is not, however, a public voice on gold, copper, critical minerals, or any individual commodity, and her public commentary tends to focus on broader market structure, talent, and institutional client matters rather than metal prices or specific mining jurisdictions.

The honest read: a follower of Petrelli is following a senior institutional decision-maker rather than a commodity analyst. The value for resource investors comes from her vantage point on capital flows, deal pipelines, and the strategic priorities of one of the few global banks with a meaningful Canadian franchise — not from her stock-picking or sector calls. Her involvement with industry events such as 100 Women in Finance underscores her standing in the Canadian institutional finance community, where mining and energy are central topics.

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