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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Ricardo Pereira

Photo of Ricardo Pereira

Stockbroking Director

I began my finance career in 2010 at HSBC in Jersey, where I spent eight years in client-facing roles. During this time, I gained extensive experience in relationship management, corporate banking, liquidity and cash management, and FX dealing.

I focus on helping clients achieve their financial goals by providing investment advice tailored to their current and future needs. My diverse experience has given me a deep understanding of the challenges and aspirations that individuals and families face, enabling me to identify and implement effective solutions to meet their various needs.

Before joining the company, I worked for six years in Private Banking with SG Kleinwort Hambro and Union Bancaire Privée. In these roles, I provided holistic advice and managed the wealth management, banking, and credit needs of high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and their families.

Location: Jersey

A bit about me:

In my spare time, I enjoy walking and exploring Jersey's coastal paths, cooking and playing with my young children, traveling, and relaxing on the beach.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

It means embodying a positive and proactive mindset that focuses on finding solutions rather than dwelling on problems. It's about approaching challenges with optimism and determination and transforming obstacles into opportunities.

Contact:

+44 1534 708023
View Ricardo Pereira's profile on LinkedIn

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.