Unio Wealth Management Information

We are Unio, an established Wealth Management business backed by Great-West Lifeco. Unio specialises in private wealth management and employee benefits consultancy and has over 30 years’ of experience advising companies and personal investors. With offices in Dublin, Cork and Limerick, Unio has €14 billion in assets under administration and advice. We advise more than 10,000 private clients in relation to wealth management. A key component within Unio, the Wealth Management division oversees all client engagement including delivery of a unique outcome-based proposition to existing and prospective clients. This is delivered through the wealth management advisory team and supported by the client service function. The Wealth management team develops insightful thought leadership content and will lead and refine the capability of the wealth management advisory team. In addition, this division will develop a deep understanding of what drives client values, opportunities for growth, emerging disruptions, and value-based pricing and proposition activities.