Ten years on – managing the impact of periodic charges on trust investments
Simon works with private clients and their advisers to access Oxford Capital’s investment programmes.
He brings considerable experience of investment structure, tax and wealth management strategies. With over 15 years experience of the wealth management sector, Simon started his career with Rothschild Asset Management in Guernsey and most recently work for St. James’s Place Wealth Management. Simon graduated from Bournemouth University with a BA (Hons) in Financial Services and is an Associate of the Personal Finance Society. In his spare time, when not spending time with his young family, Simon enjoys motorsport and photography.