Areas of expertise
Investment management; private clients; charities; not-for-profit organisations.
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.
- 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.
Chartered Fellow of the Chartered Institute of Securities & Investment (CISI).