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Jonathan Brown is listed as Helping investors optimise their wealth management provision at Community Foundation serving Tyne & Wear and Northumberland, a company with 29 employees, based in United Kingdom, United Kingdom, United Kingdom. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Jonathan Brown.
Jonathan Brown previously worked as Director at Vallum Wealth Consulting Ltd and Investment Committee Co-Opted Member at Community Foundation Serving Tyne & Wear And Northumberland. Jonathan Brown holds Ned Diploma Graduate - Level 7, Non Executive Directorships from Financial Times.
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I help investors navigate the increasingly crowded UK wealth management sector. From offering guidance when reviewing or appointing managers to ongoing oversight and scrutiny, I work with individuals, families and trustees to ensure they optimise their wealth management provision.I also support local charities where I hope I can add value. I am currently a Finance Committee Member at Durham Cathedral and a Trustee at Tyne Rivers Trust, a conservation charity that works to protect and restore the Tyne catchment. I have recently joined the Investment Committee of The Community Foundation, Tyne & Wear and Northumberland as a co-opted member.
Listed skills include Client Prospecting, Financial Advisory, Client Services, Office Network, and 11 others.
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United Kingdom
With an extensive Wealth Management career in roles including portfolio manager, financial planner and business leader, I am applying this real experience in helping families navigate the increasingly crowded wealth management sector.
Newcastle Upon Tyne, England, United Kingdom
North East England
The Trust was established 20 years ago to create a healthier, more diverse and climate resilient Tyne catchment for the benefit of current and future generations. We do this through education, tackling pollution and engaging practical conservation measures by working with local communities and applying our scientific knowledge and environmental skills.
United Kingdom
Consulting with the management team to help develop the Artorius network across the UK Regions.Independently owned Artorius provides bespoke wealth advisory services.
United Kingdom
Overall responsibility for UK Regional business across 6 locations with 60 employees. Work with clients and specialist advisors to draw up suitable investment plans, taking into account liquidity needs, longer-term investment profile and legacy plan.
Newcastle Upon Tyne, England, United Kingdom
Oversaw the rapid growth of the UBS proposition in the North East, with a focus on high net worth and ultra-high net worth private clients and charities.
Newcastle Upon Tyne, England, United Kingdom
Implemented an organised programme of intense prospecting for new business followed by targeted conversion and bespoke wealth management.
Newcastle Upon Tyne, England, United Kingdom
Established Newcastle office, successfully developing business from a standing start.
Newcastle Upon Tyne, England, United Kingdom
Responsible for stock selection and asset allocation for the discretionary team.
Other employees you can reach at communityfoundation.org.uk. View company contacts for 29 employees →
Mark A. Pierce
Colleague at Community Foundation Serving Tyne & Wear And NorthumberlandNewcastle Upon Tyne, England, United Kingdom, United Kingdom
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Colette Harrison
Colleague at Community Foundation Serving Tyne & Wear And NorthumberlandChester-Le-Street, England, United Kingdom, United Kingdom
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Lisa Cappleman
Colleague at Community Foundation Serving Tyne & Wear And NorthumberlandNewcastle Upon Tyne, England, United Kingdom, United Kingdom
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Phil Moorhouse
Colleague at Community Foundation Serving Tyne & Wear And NorthumberlandNewcastle Upon Tyne, England, United Kingdom, United Kingdom
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Elaine Holdsworth
Colleague at Community Foundation Serving Tyne & Wear And NorthumberlandNewcastle Upon Tyne, England, United Kingdom, United Kingdom
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John Hollingsworth
Colleague at Community Foundation Serving Tyne & Wear And NorthumberlandNewcastle Upon Tyne, England, United Kingdom, United Kingdom
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Kevin Maloney
Colleague at Community Foundation Serving Tyne & Wear And NorthumberlandNewcastle Upon Tyne, England, United Kingdom, United Kingdom
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Rob Williamson Obe Dl
Colleague at Community Foundation Serving Tyne & Wear And NorthumberlandNewcastle Upon Tyne, England, United Kingdom, United Kingdom
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James Smith
Colleague at Community Foundation Serving Tyne & Wear And NorthumberlandNewcastle Upon Tyne, England, United Kingdom, United Kingdom
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Ross Wilson
Colleague at Community Foundation Serving Tyne & Wear And NorthumberlandNewcastle Upon Tyne, England, United Kingdom, United Kingdom
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Quick answers generated from the profile data available on this page.
Jonathan Brown works for Community Foundation serving Tyne & Wear and Northumberland.
Jonathan Brown is listed as Helping investors optimise their wealth management provision at Community Foundation serving Tyne & Wear and Northumberland.
AeroLeads has found 1 work email signal at @ubs.com for Jonathan Brown at Community Foundation serving Tyne & Wear and Northumberland.
Jonathan Brown is based in United Kingdom, United Kingdom, United Kingdom while working with Community Foundation serving Tyne & Wear and Northumberland.
Jonathan Brown has worked for Vallum Wealth Consulting Ltd, Community Foundation Serving Tyne & Wear And Northumberland, Durham Cathedral, Tyne Rivers Trust, and Artorius.
Jonathan Brown's colleagues at Community Foundation serving Tyne & Wear and Northumberland include Mark A. Pierce, Colette Harrison, Lisa Cappleman, Phil Moorhouse, and Elaine Holdsworth.
You can use AeroLeads to view verified contact signals for Jonathan Brown at Community Foundation serving Tyne & Wear and Northumberland, including work email, phone, and LinkedIn data when available.
Jonathan Brown holds Ned Diploma Graduate - Level 7, Non Executive Directorships from Financial Times.
Jonathan Brown is listed with skills including Client Prospecting, Financial Advisory, Client Services, Office Network, Business Development, Cross Functional Team Leadership, Strategic Planning, and Investment Advisory.
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