Partner - Client Management
Prior to joining the Group in 2002, he worked for Cazenove Fund Management where he managed discretionary portfolios for UK based entrepreneurs and families. Whilst there, Simon completed SFA and Securities Institute examinations, becoming a Fellow of the Securities Institute in 2001. He holds a Business Studies degree from the University of Oxford Brookes and is a member of the Conduct & Treat Customers Fairly Committee.
Director - Head of Risk & Compliance - Family Office and Corporate Services, South Africa