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James von Simson
Investment Director
Specialism: Private Bankers & Investment Managers Investment Management
Company: Tilney
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
2020 Future Leaders Awards
Outstanding Individual of the Year
2020 Future Leaders Awards
SILVER - Financial Advisory/UHNW Services Individual of the Year - Europe
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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.
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Anas Afzal Aberdeen Standard Investments
16 Aug 2019
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Cintia swisspartners Marcuard Heritage AG
16 Aug 2019
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01 May 2019
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06 Nov 2018
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23 Oct 2018
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22 Oct 2018
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18 Oct 2018
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18 Oct 2018
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09 Oct 2018
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12 Feb 2018
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