Areas of expertise
Structuring family finances; managing intergenerational issues; charitable trusts; pensions; offshore trusts.
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.
Fellow of the Chartered Institute for Securities & Investment (CISI).