Iacopo Berni
About Iacopo Berni
Iacopo Berni serves as the Executive Director at UBS Wealth Management in Florence, Italy, where he specializes in financial advisory and manages a client segment with assets between 5 million and 50 million euros. He holds multiple advanced degrees in finance and wealth management from institutions including Universität Bern and the University of Rochester.
Work at UBS Wealth Management
Iacopo Berni currently holds the position of Executive Director at UBS Wealth Management, a role he has occupied since 2011 in Florence, Italy. His responsibilities include managing a client segment with assets ranging from 5 million to 50 million euros. Prior to his current role, he served as Director from 2004 to 2011 and as Associate Director from 2002 to 2004, both in the Florence branch. His involvement in M&A business development is a significant aspect of his work, contributing to the growth and strategic direction of the organization.
Education and Expertise
Iacopo Berni has an extensive educational background in finance and wealth management. He studied at Universität Bern, where he achieved a Master of Advanced Studies in Finance from 2014 to 2016. Additionally, he completed a Master of Science in Wealth Management at Rochester-Bern Executive Programs during the same period. His foundational studies include a Banking & Financial Diploma from ABI Formazione (2000-2002) and a degree in Economia e Commercio from Università degli Studi di Firenze (1993-1997). He also completed the UBS Ascent Leadership Programme in London, focusing on leadership and project management from 2010 to 2011.
Background
Iacopo Berni has built a career at UBS Wealth Management, starting as an Associate Director and progressing to Executive Director. His professional journey in finance began with a focus on banking and finance, which laid the groundwork for his expertise in wealth management. His experience spans over two decades, with significant roles in financial advisory, particularly in prospecting and client acquisition.
Achievements
Throughout his career at UBS Wealth Management, Iacopo Berni has been responsible for managing substantial client assets and has played a key role in M&A business development. His educational qualifications and leadership training have equipped him with the skills necessary to excel in financial advisory and client management. His long-standing tenure at UBS highlights his commitment to the organization and the wealth management sector.