Jonathan Burgess, CFA, is a Director of Synergy Capital LLP.
Jonathan is a banker with over 11 years’ experience in Financial Services covering Ultra High Net Worth, Family Office and Corporate clients.
For 8 years Jonathan has worked for the Swiss bank Credit Suisse AG across London, Zurich and Dubai with a focus on the Indian market. During this time at Credit Suisse he has managed over $1 billion for UHNW clients as well as working with both FTSE and BSE listed Corporates on their strategic requirements. He has also worked on several large financing transactions including Share backed, Trade Finance and EPBG.
Prior to this Jonathan also spent time at Barclays Wealth in London.
He is a CFA Charter holder and has completed the Chartered Alternative Investment Analyst program. Jonathan is a British Citizen living in Dubai, UAE.
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During this time at Credit Suisse he has managed over $1 billion for UHNW clients