Andrea Yung

Andrea Yung

Associate Investment Director
Liverpool office

About me

My main focus is helping clients achieve their financial goals. I work with a range of clients, constructing tailored portfolios to match their current and future needs. I also work closely with financial planning colleagues, who specialise in areas such as retirement planning and tax planning, in order to provide a more holistic service.

Background/Experience

Prior to joining Investec, I worked as a research analyst for a number of years, specialising in UK Equity investments. I hold the Chartered Wealth Manager qualification and the Investment Advice Diploma from the Chartered Institute of Securities and Investments (CISI). I have also completed the CFA Level 1 examination and hold an Honours degree in Economics from the University of Liverpool.

My interests

Outside of work, I enjoy keeping active through running and practising yoga.

My areas of expertise

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Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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Feeding a swan
Andrea Yung

At Investec, integrity is ingrained into everything we do. We are committed to providing the highest level of service to our clients in a personal way.