The following Cayman-based independent directors are available through the IPAF Group. Each is a Registered Director with the Cayman Islands Monetary Authority and available to act for hedge, private equity and real estate funds, plus special purpose vehicles.
Full corporate services and investment services to meet regulatory and economic substance requirements are provided through IPAF Group’s Cayman associates. Read More.
For more information contact Cayman@IPAFGroup.com
Simon is resident in Cayman and a former investment manager with global multi-asset class research and management experience including credit, equity, hedge, private equity and real estate. He holds a first-class degree in Economics from the London School of Economics and another in Banking and Finance from the University of Manchester. Simon began his career on the buy-side, researching credit and collateralized debt and equities at Barclays Capital, before joining ING as a sell-side equity analyst. He then moved into portfolio management in the Cayman Islands, first at Butterfield Bank and then at EFG Bank where he was principal portfolio manager for over USD 800mm in assets. In 2013 Simon left EFG to set up an investment and consulting business for institutional and high net worth clients as well as serving as an independent director to investment structures. Simon is a former President of the CFA Society Cayman Islands and the past Regional President of the CFA Institute for the Latin America and Atlantic Islands region. He holds the CFA Charter, and has completed the UK Investment Management Certificate and Registered Representative Examination.
Simon has had a long career specialising in global equity markets. His experience covers all aspects of broking to institutions, hedge funds and alternative investment companies. More recently his focus has also encompassed Blockchain and crypto-currency funds.
Simon began his career at Kleinwort Benson in 1976, initially focusing on international corporate lending and currency/interest rate arbitrage. He then moved to Morgan Grenfell in New York where his role was to develop sales of European equities to US institutions. Following similar positions at BZW, Robert Fleming and Alex Brown, he was approached to help set up Collins Stewart in New York, growing the team from 7 to over 100 people. Simon led the Global Sales Trading desk at JPM from 2008 until 2014, when he left to take up a limited number of non-executive directorships in positions where his deep understanding of all equity trading strategies is highly valued.
He is registered with NASDAQ in the Series 63, 55 and 7, and is a Registered Principal (Series 24 - Compliance and Regulatory oriented). He has also held the Canadian and British Registered Representative licences.
Simon is resident in Cayman and is a Chartered Accountant with considerable legal and investment oversight experience. He holds a law degree from Birmingham University and a Masters in International Commercial Law from Nottingham University. Simon began his career as a tax consultant for Rawlinson & Hunter in London before moving to their Cayman office in 2003. He subsequently joined EFG Bank to establish and run its corporate and fiduciary business and advise companies on regulatory compliance. Simon has experience dealing with multiple disciplines in the alternative investment industry, including hedge, private equity, mezzanine finance and endowment investing for funds from widespread geographic locations. In 2013 Simon left EFG to set up an investment and wealth advisory business for institutional and high net worth clients in Cayman and to serve as an independent director to funds. Simon is licensed by CIMA and is a Fellow of the Institute of Chartered Accountants in England and Wales and a Trust and Estate Practitioner.
