Ollie Barnett, ACSI has a comprehensive work experience spanning over several companies and industries. Their most recent role was at Weatherbys Private Bank, where they held the positions of Head of Private Clients, Director Private Banking, and Associate Director, Private Bank. Prior to that, they worked as the Director, Head of Lending at Signia Wealth Limited, where they managed debt/financing requirements for UHNW clients and their families. Ollie also had responsibilities for investment portfolios and Private Equity opportunities. Ollie started their career as a Senior Relationship Manager at C. Hoare & Co. before transitioning to the British Army as an Officer in the Scots Guards.
Ollie Barnett, ACSI has a diverse education history. In 2019, they obtained a Certificate in Private Client Investment Advice & Management (Level 6) from The Chartered Institute for Securities & Investment (The CISI). Prior to that, in 2014, they completed the Investment Advice Diploma (RDR Level 4) from the same institution. Ollie also holds a CeMAP qualification from The London Institute of Banking & Finance, although the specific dates of completion are unknown. Additionally, they have pursued studies in Investment Management Certificate from CFA Society of the United Kingdom and CeFA from The London Institute of Banking & Finance. Furthermore, Ollie has a background in Economics from Newcastle University, and they attended Worth School as well.
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