James von Simson

Spear’s Review

James von Simson is a partner at Evelyn Partners, responsible for looking after multi-generational and multi-jurisdictional 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.