Derrick Dunne

Derrick Dunne is an accomplished professional with a strong background in the wealth management industry.

He currently serves as the Chief Executive of Beaufort Financial and YOU Asset Management, leading two successful companies with a shared commitment to prioritizing client needs.

Under his leadership, Beaufort Financial was recognized as a 2020 member of FT Adviser's Top 100 Financial Advisers and a finalist for the Best Network by Professional Adviser.

Similarly, YOU Asset Management received prestigious accolades including the Investment Week Best Specialist Multi-Asset Group of the Year 2020 and Money Marketing DFM of the Year 2019.

Derrick Dunne is known for his innovative approach to business, having founded two asset management firms that were later acquired by prominent financial institutions.

His expertise extends to ownership structures that incentivize and retain investment talent while creating value for clients, shareholders, and staff.

He has been recognized as a finalist for CEO of the Year in leading industry awards and led Sanlam FOUR to several nominations and awards for their exceptional performance.

Derrick Dunne's experience in the wealth management industry is extensive, encompassing operational and governance structures of companies of varying sizes.

His areas of coverage include regional and global equities, fixed income, alternatives, and multi-asset strategies.

He has served as a board director for UK companies and UCITS plcs, establishing a strong presence and reputation in the marketplace.

As a leader, Derrick Dunne has demonstrated the ability to navigate financial crises and regulatory changes successfully, fostering an entrepreneurial culture that drove industry-leading performance and increased assets under management.

He implemented robust operational procedures, processes, and controls, leading to a clean regulatory record and minimal PII claims.

Derrick Dunne's career includes notable roles such as Chief Executive Officer at Sanlam FOUR Investments UK Limited, Co Chief Executive at MM Asset Management, Consultant at Mercer Investment Consulting, Research Analyst at Stamford Associates, and various positions at Russell Investments.