Simon is Chief Executive of MHA Caves Wealth, overseeing the firm’s overall strategy as well as its investment management and financial planning offering which combine to offer the integrated wealth management service that is so highly valued by our clients.
Simon joined the firm in 1996 as a stockbroker and was part of a management buyout in 2003 which saw a transformation of the business into a full-service wealth management business. A director of the business for over 20 years, Simon was appointed as Chief Executive in 2015.
As a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI), Simon has many years’ experience of managing portfolios on a discretionary basis for private clients, trusts and charities and is an active member of the MHA Caves Wealth investment committee, which oversees our firm’s asset allocation and investment strategy.
