Simon Woolf

Areas of expertise

Investment management; private clients; charities; not-for-profit organisations.

 

Experience

Simon has worked in the investment industry since 1994 and in discretionary investment management since 1996. Initially dealing with private clients, Simon was asked to specialise in dealing with the charity sector in 2006, during his time at Barclays Wealth. More recently, Simon has also been asked to deal with a number of Smith & Williamson’s largest family accounts.

 

Notable achievements

  • Responsible for a number of the firm’s largest charity accounts.
  • Charity clients come from religious, educational, agricultural, social welfare and philanthropic sectors.
  • As a result of referrals from both trustees and professional contacts, also acts for an increasing number of private clients and families.
  • Often invited to speak at seminars and is happy to talk on a broad range of investment matters.

 

Professional qualifications/memberships

Chartered Fellow of the Chartered Institute of Securities & Investment (CISI).

 

You can find Simon at:

  • Birmingham

 

Departments:

  • Investment management - Charities

Contact us

Simon Woolf profile image
Simon Woolf

Partner Birmingham +44 (0)121 710 5216

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