Having worked at Weatherbys since 2012, Bertie is an experienced Private Banker based in the London office. He provides individuals, their families and trusts with bespoke advice across their specific lending and investment needs, as well as banking, term deposits, multi-currency and foreign exchange solutions. Bertie is supported by Charles Donegan, Private Banking Executive, forming a highly efficient, accessible and responsive team.
Throughout his time at Weatherbys, Bertie has established himself as a trusted adviser to some of the bank’s longest-standing relationships. He has a proven track record in helping clients achieve their financial goals and objectives, thereby allowing them to focus their attention on what really matters – particularly those who value their time and peace of mind.
While based in London, Bertie’s network of clients spans the whole of the UK, and he is currently helping to grow the Private Bank’s presence in the North West of England. His portfolio is also highly diverse, with clients including landed estates, business owners, and highly successful professionals and entrepreneurs.
Bertie began his private banking career at Weatherbys after graduating from the University of Bristol. Alongside his significant experience, Bertie is also an Associate Member of three professional bodies: the CISI, the London Institute of Banking and Finance, and the Chartered Banker Institute – holding the Investment Advice Diploma (IAD, Level 4 qualified), the Certificate in Mortgage Advice and Practice (CeMAP, Level 3 qualified) and the Chartered Banker Diploma with distinction.