Role: Senior Investment Manager
Simon is a Senior Investment Manager at Whitechuch. He began his investment career as an equity analyst in 1995 before becoming a portfolio manager in 1998. He spent six years at BMO Global Asset Management where he managed a range of UK and pan-European equity portfolios for institutional clients. Subsequently, Simon co-managed the £4bn UK Value Fund at Aviva Investor before joining OLIM in 2008. During his ten years as a portfolio manager at OLIM, Simon managed portfolios for a range of different clients including Charities and Private Clients. Simon holds a BSc (Econ.) 1st class and an MSc (Econ.) both from the LSE as well as an MSc in Finance with Distinction from the London Business School. He holds the IIMR qualification and is a member of the CFA Institute.