Matteo Bernardis

Matteo Bernardis

Work History

Work History
Nov 2010 - Present

Director, Strategy Development

UBS Wealth Management
  • Overall WM strategy – market attractiveness, key trends affecting the industry and superiority of the one-bank business model in light of the evolving private banking market environment
  • UHNW clients – segment strategy
  • Corporate Finance team for WM clients – strategy
  • WM / IB interactions – Framework to assess the WM needs for Investment Banking products and the criterias for internalization
2008 - Present


OCC Strategy Consulting
  • Assisted a major UK private equity firm in a business due diligence for a global market research company with a turnaround in excess of $700m. Developed the business plan model to 2012 for 24 business units and conducted some analysis against competitors
  • Responsible for the market model of a due diligence in the academic publishing industry conducted for a pool of major PE houses
  • Helped a leading global spirit company restructure their premium spirits business in the UK, by reorganizing their salesforce and product positioning yielding to an uplift in sales estimated to £60m in 2010
  • Conducted business unit strategy assesment for a major trader of soft commodities, helping re-design their organisation in order optimize strategic execution
Aug 2009 - Sep 2010

Strategy and Planning

  • Strategy – Delta One – Developed the business plan for the Delta One business. This was particularly crucial as the desk is planning aggressive growth on the back of the launch of the cash Equities business, and entailed both analytical work and internal coordination of the key stakeholders
  • Business Development – Leading the process for the acquisition of a stake in an Equities MTF (trading venue) – carried out general market and competitor analysis, built the valuation model and formulated the recommendation to the top management, while at the same time coordinating the internal approval process
  • Strategy – Fund Management – Assessing the case for launching a managed account business within BarCap. This entails both assessing the market opportunity and establishing the optimal internal set-up in order to deliver the plan
Jan 2004 - 2006

Senior Analyst

Goldman Sachs

Equities Strategist

Senior Analyst - Portfolio Solutions Desk

Built the quantitative infrastructure of the newly formed Portfolio Solutions desk, a group helping hedge fund clients to understand and reduce the risk on their portfolios ($50-70m budget)

Ensured reporting of the analysis suited customer needs and knowledge

Developed the business model for the new desk together with the salespersons matching the client needs with the internal resources constraints. Minimized the desk set-up time contributing to become productive within the shortest time possible

Junior Analyst - Program Trading Desk

Developed and managed the system used for maintaining and pricing synthetic basket products, one of the leading derivative products lines traded by the desk ($30-50m budget)

Devised index rebalance trading strategies based on exploiting passive investors' demand arising on the back of index rebalancing events across Europe ($5-10m budget)

Advised traders in trade pricing and management. Found on a daily basis the optimal pricing levels for portfolios as big as $2b of notional, and helped manage the risk as the orders are executed into the market

Worked within a task-force to roll out a new risk management platform across the entire trading floor, managing the traders expectations and ensuring the publishing of the risk data with no disrupture in light of the zero-tolerance nature of the environment


2007 - 2007

  • Graduated With Distinction
  • Second classified at the 12th Roland Berger IESE Case Competition
  • GMAT 740 (98%)




Currently under study


Currently under study


Studied for two years


Spoken on a daily basis


8 years of English-speaking professional and academic experience


Mother Language


Psychology, Philosophy, Alchemic Literature - mainly interested in 20th century thinkers, held some lectures at an amateur level

Sailing - obtained sailing license; attended several sailing courses at the Caprera, Sardinia sailing school; participated in amateur level regattas

Music - classical music (piano in particular), opera, currently learning to play guitar

Cooking - especially regional Italian recipes



FSA Examinations


GMAT 740



Aug 2008 - Present