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Matt Bonfield

Matt Bonfield

Analyst/Researcher

Followers of Matt Bonfield2000 followers
location of Matt BonfieldLondon Area, United Kingdom

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  • Timeline

  • About me

    Client Advisor at UBS

  • Education

    • Chigwell School

      2001 - 2008
      Geography, Biology, Mathematics, Religious Studies

    • University of Nottingham

      2008 - 2011
      BA (Hons) Geography 2.1

  • Experience

    • Private Oil Trader

      Oct 2011 - Jan 2012
      Analyst/Researcher

    • JM Finn

      Jan 2013 - Mar 2016

      • Desk Assistant

        Jan 2014 - Mar 2016

      • Trade Support

        Jul 2013 - Jan 2014

      • Client Accounts

        Jan 2013 - Jul 2013

    • 7IM

      Mar 2016 - May 2018
      Assistant Relationship Manager

    • UBS

      May 2018 - now

      • Client Advisor - Director

        Mar 2024 - now

      • Client Advisor

        Jun 2019 - now

      • Client Account Manager

        May 2018 - May 2019

  • Licenses & Certifications

    • Private Client Investment Advice Management - Pass with Merit

      The Chartered Institute for Securities & Investment (The CISI)
      Jul 2017

    • Oxford Private Markets Investments Programme

      Saïd Business School, University of Oxford
      Jul 2025

    • Investment Advice Diploma (IAD)

      Chartered Institute for Securities & Investment (CISI)
      Nov 2016