Simon is an experienced asset allocation and multi-asset portfolio specialist. He was previously lead manager to the Seneca Diversified Growth Fund and co-manager to the award winning Seneca Income & Growth Investment Trust plc. Simon has been Citywire rated for “mixed asset” fund management and enjoys over twenty years of investment management experience. He has previously at Seneca Investment Management Ltd, Miton Asset Management plc, Savoy Asset Management plc and BWD Rensburg plc.
Simon is a qualified Chartered Wealth Manager, Chartered Fellow of the Institute for Securities and Investment and CF 30 authorised by the FCA. He also holds an MA from Edinburgh University.
Simon has two children and enjoys watching Rugby.