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.
Legal, Accounting, Regulation, Operations