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Portfolio Manager and Deputy Head of Portfolio Management UK
Simon is Joint Deputy Head of Portfolio Management in London. Simon started his career in investment management with Henderson Investors in 1986 becoming an institutional fund manager. As Head of Investment, he joined Hoares Bank in 1996 to develop the private client investment management business. In 2005 Simon become a Director and Partner at corporate finance boutique Westhouse Securities raising development capital for businesses. Simon joined EFG in 2010 where he established the Managed Advisory service and now manages both discretionary and advisory private clients. Simon is an Associate of the Society of Investment Professionals (ASIP) and member of UK CFA.