Completed Assignments Archive - Younion

Group Chief Executive Officer Wealth Planning, DFM, MFO & Platform Group UK & Channel Islands
Chairman Leading FS Technology & Retirement Solutions Group UK
Head of Wealth Planning FTSE 100 Asset Management Group London/UK
MD – Head of Business FTSE 250 Asset Management Group London
Global CFO International Wealth Management Group Worldwide - UK based
Head Of Operational Transformation – Executive Director International Banking & Investment Group PLC Global - London based
UK Sales Director Private Bank & Wealth Management Group London / West End
M&A: Introduction/Acquisition of £1 billion AUM IFA/EB group to National Wealth Planning/IM group, now with over £2bn assets UK based
Group Chief Operating Officer Multi-Family Office London & Zurich
Private Client Wealth Management TEAM* International Wealth Management Group * Team of 4
M&A: Introduction/Acquisition of £350m AUM Wealth Planner To: National IFA & DFM plc, now with over £20bn AUM London
Wealth Management TEAM* International Wealth Management PLC * Team of 10
Managing Director Of Financial Planning FTSE 150 Wealth Planning Group London / South East
Group Chief Investment Officer UHNW Private Office UK / Switzerland
National Development Team – Intermediary Sales Team SIPP/SSAS/Platform Solutions Provider UK Wide Team
UK Financial Planning – Sales Director Leading European Accountancy Group South East
Financial Planning Director International Private Banking Group London - UK remit
M&A: Search/Acquisition of complementary ‘Boutique’ HNW IFA To: Wealth Planning & Management arm – Accountancy/Corporate Finance Practice North West
UK Managing Director Wealth Management PLC London
Chief Investment Officer Regional Wealth Planning & Management group North West
National & Key Accounts Director Specialist SIPP/SSAS PLC Bristol / UK remit
UK Head of Distribution – Strategy, Sales & Marketing Top 10 Professional Practice – Asset Management London / UK
Financial Planning Director UK & Offshore Wealth Management PLC London based
Wealth Planning Director – Scotland FTSE 250 Wealth Management Group Edinburgh / UK
Head of Retail & Intermediary Business Strategy Wealth Management plc London
Financial Planning Director (UK) International Private Banking Group City based
Private Client Wealth Planner (Director) Regional Wealth Management Boutique W.Yorks
Head of New Business International EB/Corporate Services Consultancy London / City
Director of Pensions Audit & Assurance Leading European Business Consulting Group London
National Business Development Manager International Insurance Group PLC London / City
Senior Portfolio Manager – Director UK Private Bank, Wealth Managers & Planners North West
National Sales Director Specialist Tax & Retirement Solutions Consultancy London / Nationwide
Professional Intermediaries BDM Integrated Wealth Management & Financial Planning PLC London & City
Director of Strategy Leading National Business Consultancy London
Private Client Relationship Director Regional Investment Management Practice North
Development Director Specialist International Property Investment Group North West
Director of Wealth Management Private Client Wealth Consultancy N.Yorks.
HNW & Professional Introducers Specialist Adviser Regional IFA Boutique Cheshire
Senior Private Banker International Private Bank Midlands
Director – Wealth Management Private Client Wealth Consultancy N.Yorks
Senior IFA – HNW & Professional Introducers Specialist Regional IFA Boutique Cheshire

Completed Assignments

We believe that bringing like minded people together is something that leads to better things happening - we also believe not just in being accountable for what we do, but being proud of it too; proud because we’ve helped the people we work with and for, to achieve even more.