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James von Simson
Specialism: Private Bankers & Investment Managers Investment Management
Location: London, England
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2016 Future Leaders Awards
Private Banker Investment Manager of the Year - Institutional | Gold
2018 Magic Circle Awards
Wealth Professional Award
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Brought together holdings from five different custodians and two property portfolios into a single global multi-asset portfolio
I was approached by the settlor, and newly appointed trustees, of a large Caribbean trust who were concerned about the status of the trust’s various investments. The previous trustees had built up a disparate portfolio of investments in multiple currencies and jurisdictions with little concern to performance, liquidity, costs or appropriateness. Over the following eighteen months, I brought together holdings from five different custodians and two property portfolios into a single global multi-asset portfolio that befitted the requirements of the trust.
Following the simplification of the trust assets, reduction in cost and improvement in performance the settlor added significant further assets.