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Jerry Barnes

Investor

Membership Secretary at Bristol Private Equity Club

Fowey, England, United Kingdom

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Ask Sebastian Schroff to introduce you to Jerry

You →Sebastian · together at Bristol Private Equity Club (2016–2026) →Jerry

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You →Sam · 3 people · together at Saffery Champness →Jerry

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About

With nearly 35 years advising wealthy UK families on wealth protection and succession planning, he founded the multi-family office BPOS in 2014. He previously led Smith & Williamson's Bristol private client tax department and was a partner at Saffery Champness.

Contact· self-published, not guessed

Experience

  1. Bristol Private Equity ClubFounding Membercurrent2016 — presentGreater Bristol Area, United Kingdom
  2. Bristol Private Equity ClubChief Executive Officercurrent2016 — presentBristol
  3. BRISTOL PRIVATE OFFICE SERVICES LIMITEDManaging Directorcurrent2015 — presentBristol & London
  4. Gordian Wealth ManagementDirector2023 — 2025City Of Bristol, England, United Kingdom
  5. THE CLIFTON CLUB COMPANY LIMITEDPast Chairman2017 — 2019Greater Bristol Area, United Kingdom
  6. Smith & WilliamsonHead of Bristol Private Client Services2011 — 2015Greater Bristol Area, United Kingdom
  7. Saffery ChampnessPartner1987 — 2010
  8. S G WarburgExecutive1986 — 1987London Area, United Kingdom
  9. Saffery ChampnessTrainee1982 — 1986London & Bristol

Skills & more

Tax19Family Office6Accounting12Business Planning4Inheritance Tax Planning6Investments6Asset Management2Wealth2Business Strategy12Finance2Corporate Finance2Valuation1
+5 moreWealth ManagementTrust AdviceLanded EstatesCountry SportsStrategy

From Jerry's professional profile.

Colleagues at Bristol Private Equity Club

Allan Rosengren
Chairman & Founding Member at Bristol Private Equity Club
Charles Cook
Co-founder & Company Secretary at Bristol Private Equity Club
Denis Mullan
Founding Member at Bristol Private Equity Club
Heather Frankham
Founding Member at Bristol Private Equity Club
Julian Telling
Founding Member at Bristol Private Equity Club
Mark Mason
Founding Member at Bristol Private Equity Club
Sebastian Schroff
CIO Private Credit & Private Equity at Allianz Global Investors

Frequently asked questions

Who is Jerry Barnes?
With nearly 35 years advising wealthy UK families on wealth protection and succession planning, he founded the multi-family office BPOS in 2014. He previously led Smith & Williamson's Bristol private client tax department and was a partner at Saffery Champness.
Where does Jerry Barnes work?
Jerry Barnes is Membership Secretary at Bristol Private Equity Club.
Where did Jerry Barnes go to school?
Jerry Barnes studied at King's College London (Bachelor of Arts (BA), Geography); Truro School , Truro , Cornwall.

Same school

Shared employers