Nicholas Bernard

Observer
DISC Type : ic

Partner - Chief Technology Officer at Stonehage Fleming

Neuchâtel, Switzerland

Overview

Nicholas is the Partner and Group Chief Technology Officer at Stonehage Fleming, where he leads the firms technology strategy and digital transformation. He leverages a unique and highly analytical background as a Chartered Accountant (SA) with degrees in Law and Accounting from the University of KwaZulu-Natal to solve complex challenges at the intersection of finance and IT.

While his professional life is focused on technology and finance, Nicholas has a stated interest in Autodesk, a leader in design and engineering software, and Stellenbosch University, indicating a likely appreciation for advancements in both technology and higher education.

He has progressed within the same firm from a Financial Analyst to the Group CTO, demonstrating a remarkable career transition from finance to technology leadership.

Personality Overview

Value Driven

Assertive

Curious

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Digital Strategy
As Group CTO, he is directly responsible for Stonehage Fleming's digital strategy, focusing on secure mobile and online platforms for clients.
WealthTech Innovation
He has spoken publicly about the importance of AI and other technologies in the wealth sector to enhance client service and improve efficiency.
IT Risk Mitigation
He emphasizes a focus on risk mitigation, stability, and security as a core promise to clients, ensuring the firm's technology is robust and secure.

Media Appearances

Nicholas Bernard - Our People | Stonehage Fleming. Featured in Stonehage Fleming

See Now

Work History

6-2017
Partner - Chief Technology Officer at Stonehage Fleming
1-2016
CTO at Stonehage Fleming
4-2011
Director at Stonehage Fleming
9-2007 - 3-2011
Head of Client Reporting at Stonehage Fleming
4-2006 - 8-2007
Financial Analyst at Stonehage Fleming

Education

2004 - 2005
Education details unavailable from B.Com (Law) LLB, CA (SA)
2003 - 2004
Honours Degree in Accounting from University of KwaZulu-Natal

More Information

Social Presence :

Prographics :

Exp : 23 Location : Neuchâtel, Switzerland Job Level : Leadership Designation : Partner - Chief Technology Officer at Stonehage Fleming
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Insights For Selling To Nicholas

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Ask them questions to understand their needs better while staying affable
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nicholas is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Nicholas

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Nicholas move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Nicholas take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Nicholas

Personality Compatibility


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