Biography
Richard has extensive experience in Compliance & Risk roles starting his career at Barclays before working at F&C Asset Management, and then spending nine years at Close Brothers Asset Management. Prior to joining JM Finn Richard was Chief Risk Officer at Kingswood Group.
He is a CFA Charterholder and a Chartered Fellow of the CISI. Richard is also a member of various industry groups such as the PIMFA Regulation Committee and CISI Compliance Forum.
Outside of work, Richard is a trustee of the Printing Charity and Governor of Roding Valley High School.
Richard Bernstein is based in our London office
JM Finn
25 Copthall Avenue
London
EC2R 7AH
How did JM Finn’s Investment Management Service portfolios perform in January?
Head of Investment Office Jon Cunliffe and Fund Manager James Godrich discuss the positive returns in equities and bond markets despite volatility.
Advances in AI workflow tools have sparked both a sell-off in some professional services company shares, as well as debate around whether or not AI could fully replace them.