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Simon Brown 2529 Copy

Simon Christopher Zia Brown

Investment management

Areas of expertise

Investment management for High Net Worth clients
Portfolio construction for Bespoke Portfolios .
Investment management of AIM portfolios for IHT liability planning
Specialist in global equity markets


Henderson Investors: Institutional Investment Fund manager - UK equities
Shell Pension Fund : Portfolio manager - UK, Europe, Japan, Asia & Emerging markets
Clareville Capital : Partner Hedge Fund - European Long short fund.

Notable client work and achievements

Ashcourt Asset Mgt. - Head of Bespoke Asset management and established the IHT AIM Portfolio service.
Tilney Investment Mgt. - Built client book to over £200m.
Create and bespoke client portfolios for their individual and personal requirements

Professional qualifications and memberships

BA Economics
ACA Institute of Chartered Accountants of England & Wales
Chartered FCSI

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