Simon has worked in Wealth Management for over 17 years, most recently with St James’s Place Asia and prides himself on building long term, trusted relationships with his clients. Simon’s expertise is global; he has qualifications in Hong Kong through the Securities and Futures Commission and the Insurance Authority, and he also has his Diploma in Regulated Financial Planning (DipPFS) from the Chartered Insurance Institute (CII) in the UK. Having advised clients in Asia, the UK and Europe, he is well-versed in dealing with clients in multiple jurisdictions.

Simon is passionate about current affairs, politics and finance. He has contributed hugely to charitable ventures in the past. Since 2019, he has lived in Switzerland, just outside Zurich. In his free time, he loves to hike, run, watch sports and spend time with his young family – who keep him busy outside of work!