Simon is an experienced Investment Executive with over 25 years
experience in the Investment Management Industry. He has worked in
Head of Portfolio Management and Senior Portfolio Manager roles across
both large global firms and investment boutiques and has also served on
Executive Committees helping to run some of these businesses in which he
has held equity interests. In these roles, Simon has designed and
managed investment strategies for both institutional and retail clients in
global fixed income and equities with a track record of successful
performance.

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In addition to Portfolio Management, Simon is skilled in Asset Allocation,
Treasury Management and overall Business Strategy. He brings strong
business development and stakeholder management skills and holds a
double degree in Commerce/Engineering and Masters degree in Financial
Management all through the University of Melbourne. Additionally, he is a
CFA Charterholder.

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Aside from finance, Simon has travelled extensively and loves music and
food.

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