Dominic Barnes, CFA has over 20 years of experience in the finance industry. Dominic began their career as a Fixed Income Specialist at Merrill Lynch, where they worked closely with financial consultants to provide advisory fixed income portfolio solutions to private clients. Dominic then joined Credit Suisse as a Director, where they managed multi-currency bond portfolios and worked closely with relationship managers to design and implement discretionary fixed income portfolios. Dominic also managed equity option overlay portfolios and accompanied relationship managers on client visits to promote Credit Suisse's fixed income capabilities. Currently, Dominic is employed at Investec Wealth & Investment UK as a Senior Portfolio Director. In this role, they design and manages fixed income portfolios for institutional and ultra-high-net-worth private clients, ensuring adherence to specific client requirements such as Solvency 2 regulations and ESG parameters. Dominic also collaborates with investment managers to create customized portfolio solutions.
Dominic Barnes, CFA has a CFA degree in Finance & Investments from the CFA Institute, which was obtained from 1999 to 2001. Dominic also holds a BA Hons 2:1 degree in Business Studies from the University of Portsmouth, completed from 1982 to 1986. Additionally, Dominic attended St Joseph's College from 1974 to 1981, but the details of their degree or field of study are not specified. Dominic has obtained additional certifications, including a Certificate in ESG Investing from the CFA Institute, awarded in 2022, as well as the CFA Charter and ICMA General Certificate, without specific dates mentioned.
Sign up to view 1 direct report
Get started