Manage your profile
Let 38,000 visitors find you. With 172,000 page views, Citywealth enables UHNW clients and charities to review your services quickly.
James von Simson
Specialism: Private Bankers & Investment Managers Investment Management
Location: London, England
James von Simson currently hasn't activated the contact feature
James von Simson currently has no profile.
To add a profile please upgrade now
2016 Future Leaders Awards
Private Banker Investment Manager of the Year - Institutional | Gold
2018 Magic Circle Awards
Wealth Professional Award
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
James von Simson currently has no contact details
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.