Matthew Simpson
Professional Biography
An investment portfolio set at the right level of risk is an essential part of everyone's future.
How do you describe what you do?
I partner with private clients, charities, trusts and businesses to design and manage bespoke investment portfolios. In addition, I work as an analyst specialising in the industrials equity sector and fixed income funds.
What's next for you professionally?
Ensuring that we take a long-term perspective in a world full of short-term noise and placing my clients at the forefront of everything I do.
What's the best piece of advice you've ever been given?
"Time in the market, not timing the market". Negative headlines and crises will always loom over equity markets. But taking a long-term perspective and allowing investments to compound through market cycles can generate truly remarkable returns.
What's your favourite thing about your role?
Building lasting client relationships by understanding what matters most and investing to make a real difference to their future. Helping someone achieve a goal such as retirement through smart planning and good performance is incredibly rewarding.
When you're not at work, what's your favourite thing to do?
As much sport as possible! Right now, I am juggling hockey, padel, and cricket—while chasing lifelong goals of a scratch golf handicap and a sub-3-hour marathon.
What qualifications and memberships do you have?
- Chartered Member of the Chartered Institute of Securities & Investment (CISI)
- Chartered Wealth Manager (CISI)