SImon is a portfolio manager on the global opportunities team responsible for managing both global equity and multi-asset portfolios.

Joined industry
Joined the Group

Simon joined Newton in 2001 and was responsible for research into a number of global industrial sectors before moving to portfolio management. Simon’s experience includes managing global, multi-asset, charity and UK equity portfolios.

Simon is a chartered accountant (ACA) and prior to joining Newton he worked in both audit and insolvency practices at leading accountancy firms. He is a CFA* charterholder, a member of the Chartered Institute for Securities and Investment (MCSI), and also holds a BA (Hons) degree in Industrial Economics from the University of Nottingham.

Outside of work, Simon is a keen runner.

* CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.