Jerry Barnes
InvestorMembership Secretary at Bristol Private Equity Club
Fowey, England, United Kingdom
Find your path to Jerry
39 people in our graph share verified history with Jerry — schools, employers, funds. One of them is your warm intro.
John HortonunlockedJerry: together at King's College London (1982)
×5Jerry: together at Smith & Williamson
×3Jerry: together at King's College London
×3Jerry: together at Saffery Champness
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
- Bristol Private Equity ClubFounding Membercurrent2016 — presentGreater Bristol Area, United Kingdom
- Bristol Private Equity ClubChief Executive Officercurrent2016 — presentBristol
- BRISTOL PRIVATE OFFICE SERVICES LIMITEDManaging Directorcurrent2015 — presentBristol & London
- Gordian Wealth ManagementDirector2023 — 2025City Of Bristol, England, United Kingdom
- THE CLIFTON CLUB COMPANY LIMITEDPast Chairman2017 — 2019Greater Bristol Area, United Kingdom
- Smith & WilliamsonHead of Bristol Private Client Services2011 — 2015Greater Bristol Area, United Kingdom
- Saffery ChampnessPartner1987 — 2010
- S G WarburgExecutive1986 — 1987London Area, United Kingdom
- Saffery ChampnessTrainee1982 — 1986London & Bristol
Skills & more
Tax19Family Office6Accounting12Business Planning4Inheritance Tax Planning6Investments6Asset Management2Wealth2Business Strategy12Finance2Corporate Finance2Valuation1
+5 more
Wealth ManagementTrust AdviceLanded EstatesCountry SportsStrategyFrom 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
Also attended King's College London381
Harry StebbingsFounder & General Partner at 20VCDominic JacquessonInvestor at Index VenturesJohn HortonInvestor at DN CapitalBob ThomasPartner at OxxKatherineHealthcare Investment Lead at Hummingbird VenturesÖzge Gizem YerlikayaGeneral Counsel at Idacapital
+ 375 more
Shared employers
Also worked at Smith & Williamson14
Stephane KurganInvestor at Index VenturesNathaniel DahanInvestor at SynconaWilliam DutsonInvestor at SynconaDarragh MatthewsInvestment Manager at IPR.VCNickInvestor at Palm Drive CapitalPeter LourenszCFO at Ahren Innovation Capital
+ 8 more
Also worked at Saffery Champness10
Tom WigmoreFinancial Accountant at Advent Life SciencesJosh CliftHead of Fund Finance at RTP GlobalDarragh MatthewsInvestment Manager at IPR.VCMark PettitCFO at Connect VenturesRobert DobieVP, Finance & Operations at Tapestry VCJames SmartInvestment Manager at Mobeus Equity Partners
+ 4 more