Company

Evelyn Partners

Position

Director

Index

HNW Wealth Managers

Location

London

Advice type

Succession planning

Wealth planning

Wealth preservation

Client Types

Families

HNW

Non-domiciles

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

Bermuda

Switzerland

Customer Type

Wealth adviser

James von Simson

Spear's Review

James von Simson is an investment director at Evelyn Partners, responsible for looking after multi-generational and multi-jurisdictional client families. ‘For some clients, I could be described as an overall wealth, business, family, or strategy adviser,’ he says. ‘For others, I am effectively a pure portfolio manager only focused on the assets I look after.’

Personable and highly knowledgeable, von Simson is an approachable route into complex investment strategy, maintaining a research function on global equity funds alongside his client work.

He is very aware of the personal nature of wealth management and his responsibility. ‘Clients, of all levels of sophistication, are always vulnerable to poor advice,’ von Simson explains.

Rank: Top Recommended

Top Recommended 2024, HNW Wealth Managers

Share on
Network Connections

Top Flight

Article image

Chris Woodhouse

Evelyn Partners

Power List

London

Top Flight 2023 Power List

Top Recommended

Article image

Sian Steele

Evelyn Partners

Accountants & Tax Advisers

London

Top Recommended 2023 Accountants & Tax Advisers

Top Recommended

Article image

Faye Hall

Evelyn Partners

Divorce Consultancy & Support Services

London

Top Recommended 2023 Divorce Consultancy & Support Services

Top Recommended

Article image

Andrew Lockwood

Evelyn Partners

Accountants & Tax Advisers

Salisbury

Top Recommended 2023 Accountants & Tax Advisers

Top Recommended

Article image

Alex Bowden

Evelyn Partners

UHNW Wealth Managers

London

Top Recommended 2023 UHNW Wealth Managers

Top Recommended

Article image

Toby Tallon

Evelyn Partners

Accountants & Tax Advisers

London

Top Recommended 2023 Accountants & Tax Advisers

Top Recommended

Article image

Joss Dalrymple

Evelyn Partners

Accountants & Tax Advisers

London

Top Recommended 2023 Accountants & Tax Advisers

Top Recommended

Article image

Chris Shepard

Evelyn Partners

Accountants & Tax Advisers

London

Top Recommended 2023 Tax & Trust Accountants

Recommended

Article image

James Grayson

Evelyn Partners

HNW Wealth Managers

Southampton

Recommended 2023 HNW Wealth Managers

Recommended

Article image

Emma Horler

Evelyn Partners

HNW Wealth Managers

London

Recommended 2023 HNW Wealth Managers

Recommended

Article image

Eline Lofgren

Evelyn Partners

HNW Wealth Managers

Glasgow

Recommended 2023 HNW Wealth Managers

Recommended

Article image

Chris Kenny

Evelyn Partners

HNW Wealth Managers

London

Recommended 2023 HNW Wealth Managers

Recommended

Article image

Simon Jennings

Evelyn Partners

Accountants & Tax Advisers

Oxford

Recommended 2023 Accountants & Tax Advisers

Recommended

Article image

Richard Stanwell

Evelyn Partners

HNW Wealth Managers

London

Recommended 2023 HNW Wealth Managers

Recommended

Article image

Ollie Murray

Evelyn Partners

HNW Wealth Managers

London

Recommended 2023 HNW Wealth Managers

Recommended

Article image

Nick Travis

Evelyn Partners

HNW Wealth Managers

London

Recommended 2023 HNW Wealth Managers

Recommended

Article image

Lindsay Spencer

Evelyn Partners

HNW Wealth Managers

Southampton

Recommended 2024 HNW Wealth Managers

Rising star

Article image

Alex Waddington

Evelyn Partners

UHNW Wealth Managers

London

Rising star 2023 UHNW Wealth Managers

Article image

Anita Millar-Neale

Evelyn Partners

Legal

London

Article image

Rae Brooks

Evelyn Partners

Wealth Managers

London

Article image

Alex Imre

Evelyn Partners

Wealth Managers