Simon provides bespoke investment advice to a range of High-Net-Worth Private Clients, Pension Funds, Corporate Clients, Family Trusts & Charities across the UK. Through his investment career, he has built up a substantial network of intermediaries across multiple sectors.
Simon holds the Chartered Wealth Manager Qualification and is a Chartered Fellow of the Chartered Institute of Securities & Investments (CISI). He has worked in the wealth management industry for 30 years and was awarded the prestigious City of London Wealth Manager of the Year (“COLWMA”) Award in 2020.
Prior to working at LGT Wealth Management, Simon was a Partner at Evelyn Partners and then formally Head of Private Clients at Midas Investment Management.
