Every year, the Citywealth Future Leaders Awards celebrate the rising stars of the private client and private wealth world. They recognise the excellence of young professionals (those under 40) in advancing their careers through technical excellence, client relationships, leadership qualities and community work.
On awarding Bertie the Silver award in the Private Banker of the Year category, the panel said: “Bertie has been recognised for his attentive relationship management and clear communication. We particularly noted that clients value his straightforward, constructive approach to both opportunities and challenges.”
Bertie joined Weatherbys in 2012 from university and today provides clients with bespoke advice across their lending, investment and day-to-day banking needs. Despite being based in our London office, Bertie’s network of clients, which includes landed estates, business owners and entrepreneurs, spans the whole of the UK.
Oliver Barnett, Head of Private Clients at Weatherbys Private Bank, says: “Having won the award last year, this is Bertie’s second recognition in as many years and it is richly deserved. Bertie is a highly regarded banker, not just by his colleagues and peers, but by his clients and fellow professionals. This award is testimony to this.”
Founded in 2005, Citywealth is an award-winning media and events company. It offers several products and services for the private wealth management industry, including awards, editorial, in-person networking and mentoring events, a thought-leadership debate forum, and a user ratings directory.
This award is the latest recognition for Weatherbys Private Bank. Earlier this year, Oliver Barnett, was named Private Banker of the Year at the Citywealth Magic Circle Awards, while Aidan Faik, Nick Manduca and Shirely Coe were named in Citywealth’s prestigious Top 25 Private Banker List.