Company

Evelyn Partners

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 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.

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