Director
HNW Wealth Managers
London
Succession planning
Wealth planning
Wealth preservation
Families
HNW
Non-domiciles
UHNW
Financial Services
Wealth Management & Private Banking
Bermuda
Switzerland
Wealth adviser
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
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Wealth Managers