Bernardo joined the Analyst team in January 2024, bringing with him two years of experience in back-office roles at Walker Crips and similar positions at Waverton. This background has given him a strong understanding of how operational and investment functions integrate to deliver a seamless client experience and informed investment insight. He holds a BSc in Finance and has recently achieved the Investment Advice Diploma (“IAD”). Bernardo is now progressing his studies toward Level 7 qualifications. Originally from Portugal, he moved to the UK at the age of 15 and is fully bilingual.
