Simon’s polished approach to investment management helps him guide and manage the team’s quantitative and qualitative investment process. Simon is responsible for all investment solutions, ensuring that every investment is fit for purpose. Having been in the industry for over 26 years his extensive experience and accumulated knowledge combine to offer an industry leading investment management capability as vindicated by inclusion in the Top 100 Wealth Managers for 2012.
Simon holds an MBA from the University of Bradford and studied Economic Geography in London with a brief spell at George Washington University in the US. He started his career at County NatWest and has held a number of prestigious positions, most notably he was head of the mid cap equity team at Equitable Life, managing £1.5bn. He is a fellow of the Chartered Securities Institute.