Robert Berkeley is an experienced finance professional with a strong focus on discretionary portfolio management for private clients and their families. Currently serving as a Partner at Evelyn Partners since March 2024, Robert previously held the position of Director at the same firm from March 2022. Prior experience includes serving as Associate Director at Smith & Williamson from July 2018 to March 2022 and various roles in investment management, including Assistant Investment Manager, Investment Manager, and Trainee Investment Manager. Robert's early career included internships at Willis and Credit Suisse, where valuable analytical and financial skills were developed. Education includes a Bachelor of Arts in Spanish and Italian from the University of Bristol and completion of the CFA Level I exams.
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