Simon Paul

Partner, Portfolio Management

Simon has been looking after the financial affairs of wealthy families for over 30 years, much of that time in some of London’s preeminent Private Banks including Kleinwort Benson, Barclays Private Bank, Schroders and HSBC Private Bank.

More recently he headed up the client relationship function at multifamily office Sand Aire where his focus was on the structuring and development of investment strategy for a small group of wealthy European clients.

With a background in investment management and portfolio construction, Simon is a Chartered Fellow of the Chartered Institute for Securities and Investments and a Chartered Wealth Advisor and was educated at the London Business School.

To contact Simon, please click here.