“I enjoy building long lasting trusted relationships with clients and their families, allowing them to feel secure in their financial future.”
- Locations
- London, City
- Phone number
- 020 3201 3347
Simon is a Wealth Manager at RBC Brewin Dolphin, advising clients in the Entertainment, Media and Sports industries as well as advising a range of entrepreneurial clients, international individuals and families, family offices, trusts and charities.
Before joining RBC Brewin Dolphin, Simon was an Executive Director in the Private Investment Office at London & Capital, before which he acted as an Investment Consultant for UHNW families and Family Offices, following five years as a Portfolio Manager at Cazenove Capital Management. Prior to his career in finance, Simon was a Solicitor specialising in company commercial and commercial property deals both in private practice and in-house for Thistle Hotels and John Lewis.
Simon’s early career was as gigging and session guitarist in both the UK and US.
Simon is a Chartered Wealth Manager, a Fellow of the Chartered Institute for Securities & Investment and a qualified solicitor.