Simon has over 16 years’ experience in Private Wealth Management and Fiduciary. Simon has worked on large Corporate structures and managed complex Private Client relationships for UHNW International Families.
Simon has gained experience in a wide range of asset classes and products such as Residential & Commercial Property, Private Equity, Hedge Funds, Discretionary Investment Portfolio’s, Unquoted Companies and Art. The multi-jurisdictional nature of Simon’s previous clients and their assets they held has given him exposure to a wide range of different tax jurisdictions.
Simon is a member of the Society of Trust and Estate Practitioners Diploma. (TEP) [and is studying towards the Investment Advice Diploma through the Chartered Institute for Securities & Investments]