Emily Bernstein
About Emily Bernstein
Emily Bernstein is a Private Banking professional at Investec, specializing in bespoke financial solutions for high net worth individuals and corporate executives. She has a background in accountancy and business development, with a commitment to community service and charitable causes.
Work at Investec
Emily Bernstein has been working at Investec since 2018, focusing on Private Banking. In this role, she provides tailored financial solutions to high net worth individuals and corporate executives. Her client base includes partners at US law firms and professionals from the music, entertainment, and sports sectors. Bernstein's expertise in this area allows her to address the unique financial needs of her clients effectively.
Previous Experience at KPMG
Before joining Investec, Emily Bernstein worked at KPMG from 1998 to 2005. During her seven years there, she was involved in Accountancy and Communication. This experience provided her with a solid foundation in financial services and client management, which she later applied in her roles in private banking and fundraising.
Education and Expertise
Emily Bernstein studied at South Hampstead High School, GDST, from 1987 to 1994. She then attended King's College London, where she earned a 2:1 in French BA Hons from 1995 to 1998. Her educational background complements her professional expertise in providing bespoke financial solutions, particularly for high net worth clients.
Community Involvement
Emily Bernstein is actively involved in community service. She participates in the Topland Business Committee, which supports Jewish Care. Additionally, she contributes to charitable initiatives, including her involvement with the International Arbitration Charity Ball, which supports Save the Children UK. Her commitment to community service reflects her dedication to social responsibility.
Background in Fundraising and Business Development
From 2011 to 2018, Emily Bernstein worked at Centrepoint in Fundraising and Business Development. During her seven years in this role, she developed skills in fundraising strategies and business development, which have been beneficial in her subsequent positions in private banking and community service.