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Simon Witheridge Investment management
Partner, Investment management

Simon Witheridge

Investment management

Areas of expertise

Structuring family finances; managing intergenerational issues; charitable trusts; pensions; offshore trusts.


Simon has been investing capital on behalf of families directly, through their pensions and trusts (both on shore and offshore) at Smith & Williamson since 1998. Simon was previously at Hill Samuel. He manages investment portfolios in a wide range of tax environments and for many different risk profiles, the vast majority having an equity focus with some bond exposure and alternative assets.

Professional qualifications/memberships

Fellow of the Chartered Institute for Securities & Investment (CISI).

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