Telephone: 0151 236 8200

Andrea Yung

Research Analyst

Andrea joined the company in 2014 as a Trainee Research Analyst. She completed the CISI Investment Advice Diploma in 2015 and the CISI Chartered Wealth Management Qualification in 2016. Her main responsibilities include assisting with the daily management of the firm’s Model Portfolio Service and supporting the work of the research department. She is also a member of the Pooled Funds Committee and Asset Allocation committee.

In her free time, Andrea enjoys yoga, running and is a member of her local running club.

Email Andrea 0151 236 8200