Jon Sweeney Email & Phone Number

Glasgow, Scotland, United Kingdom

Glasgow

Jon will concentrate on servicing a small niche amount of high net worth individuals and will focus solely on managing their wealth which will encompass risk management of their asset base and minimising their tax situation. He will continue his development of professional connections and has a strong network of accoutants, solicitors and employee benefit consultants and has had recent success of developing new connections via corporate banking executives proving to be both extremely fruitful for both Jon and the executives.Jon's time will be split between Rosemount Asset Management and a number of other wealth managers who require an individual with both the qualifications and investment experience to offer a strong investment oversight and governance to their investment proposition. As Jon is one of only a few qualified advisers in the UK who holds both Discretionary Management qualifications and IMC and this coupled with his recent experience with working via PPMG who one of the UK's largest Multi-Asset Investment Managers managing over £160bn in multi asset strategies, a number of Wealth Managers to offer contracting role for Jon on their investment proposition.Jon's investment experience and qualifications coupled with his investment experience in London has recently lead to an increase of interest from the professional community resulting in a number of additional solicitor and accountancy connections in addition to the existing relationships Jon retains.Jon does have some spare capacity available for some additional contracting work via the investment due diligence arena and would be happy to guide and mentor any wealth management firms who require assistance in this area.Jon believes these are exciting times in wealth management and is delighted to retain a quality client base and this coupled with his contracting work for other wealth managers coupled with his joint relationships with his professional connections fulfils his working week.

Glasgow

Jon has developed a strong and robut investment strategy and governance proposition for a number of wealth managers who required an independant challenge to their investment proposition on a consultancy basis. This can involve Jon in a number of roles, including the construction of portfolios and ongoing management of these portfolios, construction and development of ongoing commentary on portfolios, detailed due diligence on the underlying fund management groups and funds.These firms appreciate and desire this direct and impartial approach to their investment proposition to ensure that clients have the most suitable investment proposition applicable to attitude to risk.Jon can and does also provide input on the development of the business for future purchase and his own personal detailed experience of the sale of his own clients has proven invaluable to these firms in deciding how best to structure their business not only for themselves but also for their clients to ensure any future sale is in the interest of their clients.

Glasgow City, Scotland, United Kingdom

Investment Manager and Investment Committee member of Verum Wealth

London, United Kingdom And Craigforth Stirling, United Kingdom

To develop and enhance the presentation of PPMG's investment product range for both the retail and corporate pensions market.To present PPMG's investment proposition to consultants and advisers and work with Prudential's UK & European distribution teams to achieve "buy ratings" for the investment product range.Work with PPMG's fund managers to shape and communicate multi asset investment philosophy and approach, risk and excellent performance.Act as a point of contact for the investment team and representative for distribution, investment marketing and generate ideas for investment communications and understand the requirements of the distribution team in terms of fund manager support.Work closely with the fund managers and the Prudential UK & European business development teams in co-ordinating and participating in new business tenders.The advancement of PPMG both to internal and external audiences.Carry out competitor analysis and development of competitor database.Point of contact and expertise on the PPMG multi asset product range and views and represent the fund managers to both internal and external audiences where appropriate.Continue to build and maintain the strong relationships with the key contacts within the Prudential UK & European distribution teams.Act as investment writer and request for proposal (RFP) specialist on specific portfolios/funds and write original reports/RFP answers where requred.

I re-joined MGW in January 2001 and have worked for over 18 years with MGW since joining the profession in November 1984. My main expertise was the construction and management of numerous multi asset portfolios both active and passive. These portfolios consistently produced positive returns with lower volatility and out performed a number of leading multi-manager propositions which resulted in numerous referrals from the existing client base. I constructed and implemented a number of business management functions which resulted in removed risk from MGW whilst increasing the company fee income substantially leading to successful sale of MGW in November 2013. Throughout my tenure with MGW it was recognised that I was the driving force of business development and development of a successful business structure. Further additional roles were to create and manage wealth for clients via effective investment strategies through a range of tax efficient solutions. This will include pre and post retirement planning and advice and investment, Inheritance tax and offshore planning and protection.My specialties are dealing with solicitior and accountancy practices, consulting actuaries and employee benefit consultants and outplacement consultants and working in partnership with other professionals to provide advice to their clients. In particular employee benefit counselling, and retirement/redundancy programmes/seminars to a range of large and medium sized companies in Scotland..

My role was to provide financial and wealth management advice to a wide range of clients, I also specialised in providing advice directly to solicitor and accountancy practices and employee benefit counselling coupled with retirement and redundancy advice to a range of FTSE 100 companies and SME's.

My role was provision of financial and wealth management advice to both private and corporate clients. I developed my "silent partner" arrangements with a number of solicitor and accountancy practices.I constructed in conjuction with Brian McKenna the Employee Benefit Counselling Service (EBCS) as a core service for our corporate clients for their employees.

Investment Management Certificate, Investments And Securities, Imc

Cert Pfs (Dm), Discretionary Investment Management, Diploma In Discretionary Investment Management

Activities and Societies: Discretionary Investment Management

Diploma In Regulated Financial Planning, Financial Planning And Services, Dip Pfs

Activities and Societies: Financial Services, regulation & ethics, Investment principles & risk, Personal Taxation, Pensions & retirement.

Hnd Business Studies