James von Simson

Spear's Review

James von Simson is an investment director at Evelyn Partners, responsible for looking after complex and multi-jurisdictional clients. ‘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.’

When asked about industry trends, von Simson explains how certain professions are changing: lawyers and accountants were becoming more transaction focused; wealth managers were broadening their remit to cover areas of wealth that lie outside financial portfolios. The fundamentals remain unchanged, however. ‘Clients, of all levels of sophistication, are always vulnerable to poor advice,’ von Simson explains.