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Search Private Bankers & Investment Managers

James von Simson

Investment Director

Specialism: Private Bankers & Investment Managers Investment Management

Company: Tilney

Location: London, England

Citywealth rating

4.583335
Average: 4.6 (12 votes)
Fee Level:
4.583335
Average: 4.6 (12 votes)
Quality of Advice
4.583335
Average: 4.6 (12 votes)
Communications Skills
4.583335
Average: 4.6 (12 votes)
Interpersonal Skills
4.583335
Average: 4.6 (12 votes)
Leave a star rating & review
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Please make sure you fill in all the fields marked with an asterisk *

Peer review:

James continuously broadens the parameters of what it means to be an excellent advisor. Not only being exceptionally erudite, but also going above & beyond to ensure that the best outcome is always delivered to the client. Couple this with his honest and pragmatic investment style, and you have an advisor whom you can put absolute trust in.

Anas Afzal    Aberdeen Standard Investments   
16 Aug 2019

Peer review:

James and I studied together and during our studies he demonstrated a deep level of understanding in all fundamental private client issues. He goes the extra mile to be able to gain the necessary knowledge to help his clients.

Cintia    swisspartners Marcuard Heritage AG   
16 Aug 2019

Peer review:

We work with complex, multi-jurisdictional clients who require a significant level of attention and support. James has been transformative for our business; no ask has been too big or small.

01 May 2019

Peer review:

James epitomises the qualities required of an excellent modern day adviser. Proactive yet diligent, responsive yet always taking the time to understand a client’s needs and, perhaps most importantly, kind. James is always willing to go the extra mile not for the sake of his personal interests but because James will always seek to deliver what is best for the client. I cannot imagine a client for whom James would not be a great adviser.

06 Nov 2018

Peer review:

James's straight-talking and honest approach to investment is hugely refreshing; and the personal qualities he brings to his dealings in business - pragmatism, professionalism and integrity - make him a trusted advisor both to clients and fellow industry professionals.

23 Oct 2018

Peer review:

James is diligent and experienced, with an excellent understanding of the markets and also other related issues of importance to private clients. He takes a personal approach to his client relationships, leading to clients who are happy to place trust and confidence in him.

22 Oct 2018

Peer review:

With a cross section of clients from across the wealth spheres, James combines a flawless approach to investment strategy with a hunger to really understand his client's motivations and objectives. He also has a deep understanding of the best advisors in London for private clients (and why they are the best). His attention to detail and desire to succeed sets him apart from the crowd.

18 Oct 2018

Peer review:

James' proactive and solutions orientated approach make him a safe pair of hands to refer to clients to.

18 Oct 2018

Peer review:

James is excellent with clients, pro-active and has an excellent knowledge of the market. He avoids confusing clients with jargon and cuts through it all so that they understand where they are and where they are hoping to go. Clients love his considerate but no-nonsense approach.

09 Oct 2018

Peer review:

James has shown on numerous occasions that, in addition to his unquestionable knowledge of the market, he possesses the rare ability to understand what clients actually want as opposed to, sometimes, what they think they want.

12 Feb 2018

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If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com

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2016  Future Leaders Awards

Private Banker Investment Manager of the Year - Institutional | Gold

2018  Magic Circle Awards

Wealth Professional Award

2020  Future Leaders Awards

Outstanding Individual of the Year

2020  Future Leaders Awards

SILVER - Financial Advisory/UHNW Services Individual of the Year - Europe

James von Simson currently has no Citywealth award

James von Simson currently has not indicated their average client size

James von Simson currently has not indicated if they have a fixed fee offering

Tilney

James von Simson currently has no contact details

2017 Future Leaders Top 100 2018 Future Leaders Top 100 2019 Future Leaders Top 100: Super Advisors Top 50 Wealth Management Advisors 2020

Peer review:

James continuously broadens the parameters of what it means to be an excellent advisor. Not only being exceptionally erudite, but also going above & beyond to ensure that the best outcome is always delivered to the client. Couple this with his honest and pragmatic investment style, and you have an advisor whom you can put absolute trust in.

Anas Afzal    Aberdeen Standard Investments   
16 Aug 2019

Peer review:

James and I studied together and during our studies he demonstrated a deep level of understanding in all fundamental private client issues. He goes the extra mile to be able to gain the necessary knowledge to help his clients.

Cintia    swisspartners Marcuard Heritage AG   
16 Aug 2019

Peer review:

We work with complex, multi-jurisdictional clients who require a significant level of attention and support. James has been transformative for our business; no ask has been too big or small.

01 May 2019

Peer review:

James epitomises the qualities required of an excellent modern day adviser. Proactive yet diligent, responsive yet always taking the time to understand a client’s needs and, perhaps most importantly, kind. James is always willing to go the extra mile not for the sake of his personal interests but because James will always seek to deliver what is best for the client. I cannot imagine a client for whom James would not be a great adviser.

06 Nov 2018

Peer review:

James's straight-talking and honest approach to investment is hugely refreshing; and the personal qualities he brings to his dealings in business - pragmatism, professionalism and integrity - make him a trusted advisor both to clients and fellow industry professionals.

23 Oct 2018

Peer review:

James is diligent and experienced, with an excellent understanding of the markets and also other related issues of importance to private clients. He takes a personal approach to his client relationships, leading to clients who are happy to place trust and confidence in him.

22 Oct 2018

Peer review:

With a cross section of clients from across the wealth spheres, James combines a flawless approach to investment strategy with a hunger to really understand his client's motivations and objectives. He also has a deep understanding of the best advisors in London for private clients (and why they are the best). His attention to detail and desire to succeed sets him apart from the crowd.

18 Oct 2018

Peer review:

James' proactive and solutions orientated approach make him a safe pair of hands to refer to clients to.

18 Oct 2018

Peer review:

James is excellent with clients, pro-active and has an excellent knowledge of the market. He avoids confusing clients with jargon and cuts through it all so that they understand where they are and where they are hoping to go. Clients love his considerate but no-nonsense approach.

09 Oct 2018

Peer review:

James has shown on numerous occasions that, in addition to his unquestionable knowledge of the market, he possesses the rare ability to understand what clients actually want as opposed to, sometimes, what they think they want.

12 Feb 2018

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com

James von Simson currently has no reviews

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.