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Simon Ward
Partner - Client Management
Simon is a Partner within Stonehage Fleming Investment Management and looks after a small group of large, UK and international client families across multiple asset classes.
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 Oxford Brookes University and is a member of the Stewardship and Investment Sustainability Committee and Performance Review Committee.
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 Oxford Brookes University and is a member of the Stewardship and Investment Sustainability Committee and Performance Review Committee.