My primary role is to manage portfolios on behalf of a diverse range of clients including, private individuals, Charities, Trusts and companies.
Simon is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Simon has over 25 years’ experience within the investment management industry, having joined Tilney (acquired by Deutsche Bank in 2006) in 1988. Simon was a senior member of the Tilney team, and subsequently a Managing Director within Deutsche Bank’s private wealth management division. He resigned from Deutsche Bank in February 2011 and joined the company in August 2011 to head up Cheviot’s new office in Liverpool.