Simon Witheridge

Areas of expertise

Structuring family finances; managing intergenerational issues; charitable trusts; pensions; offshore trusts.

Experience

Simon has been investing capital on behalf of families directly, through their pensions and trusts (both on shore and offshore) at Smith & Williamson since 1998. Simon was previously at Hill Samuel. He manages investment portfolios in a wide range of tax environments and for many different risk profiles, the vast majority having an equity focus with some bond exposure and alternative assets.

Professional qualifications/memberships

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