Simon has 16 years industry experience having worked for financial institutions such as Investec, Rathbones and Killik & Co. Prior to setting up his business with Raymond James, he worked for Killik & Co as an Associate Investment Director and held a seat on their Investment Strategy Committee, helping to shape the group’s investment approach, macro positioning and thought leadership.

The enjoyment Simon carries for financial markets knows no bounds, his thirst for information and willingness to adapt and learn, keeps him ahead in an ever-changing landscape. The enthusiasm and passion he carries ensures a quality of approach that sets to achieve our principal goal, delivering on outperformance.

Simon’s entrepreneurial mindset gives him an edge in ascertaining investment opportunities, being able to more efficiently analyse risk and reward, which carries over into his approach to portfolio management.

His interests outside of financial markets include a passion for investment property to which he operates a small investment company. He enjoys hunting around for opportunities, whether that be on the open market or private transactions, carefully analysing assets in a way that is similar to any other investment opportunity. His involvement with the investment property market often aides his analysis of financial markets as he believes this gives him a further window of insight into micro and macro economic health.