Partner, Investment management
Simon Witheridge
Investment management
Areas of expertise
Structuring family finances; managing intergenerational issues; charitable trusts; pensions; offshore trusts.
Experience
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).