Chief Wealth Management Officer
Bruce Jackson joined Clarien Bank in June 2019 in the role of Chief Wealth Management Officer, responsible for Private Banking, Trust and Clarien Investment Management. He holds an Honors Bachelor degree in Business Administration from the Richard Ivey School of Business at the University of Western Ontario (HBA). He holds a Chartered Financial Analyst (CFA) designation.
Bruce began his 33-year-career as an Equity Analyst with Wood Gundy, a leading Canadian stock brokerage and investment banking firm, where he specialised in Global Energy research. After fifteen years as an institutional investment banker, he formed an investment management firm to create discretionary energy portfolios for Global Family Office, high net worth, mutual fund and institutional clients. Throughout his career, Bruce has advised pension, union, First Nation, corporate, government and not-for-profit clients, and led a global Fintech company in the asset management industry.
Bruce also founded a Cayman Fund Corporation, called Barrantagh One, which invested in public and private energy companies on behalf of sixteen large Caribbean and European Family Offices. He has contributed his expertise in Global Asset Allocation, Foundation and Trust governance, compliance and investment management to his not-for-profit endeavors, including acting as President and Chairman of a large Canadian school foundation board.
Throughout his career, Bruce has had an international focus and been a regular speaker at European Family Office and Asset Allocation conferences.